LC

Lourd Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 8.79%
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 Buys

1 +$3.18M
2 +$1.45M
3 +$1.4M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.33M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.22M

Top Sells

1 +$14.6M
2 +$548K
3 +$517K
4
TRIP icon
TripAdvisor
TRIP
+$383K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$362K

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
-14,727
127
-4,349