LC

Lourd Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 8.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$14.8M
2 +$517K
3 +$517K
4
TRIP icon
TripAdvisor
TRIP
+$362K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$360K

Sector Composition

1 Financials 65.5%
2 Energy 3.26%
3 Consumer Staples 3.17%
4 Technology 2.22%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,349
127
-14,727