LC
Lourd Capital Portfolio holdings
AUM
$1.08B
This Quarter Return
-4.13%
1 Year Return
+8.79%
3 Year Return
+44.24%
5 Year Return
+63.44%
10 Year Return
–
AUM
$978M
AUM Growth
+$978M
(-4.6%)
Cap. Flow
-$2.66M
Cap. Flow
% of AUM
-0.27%
Top 10 Holdings %
Top 10 Hldgs %
87.94%
Holding
127
New
3
Increased
57
Reduced
22
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.91M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.17M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$530K |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$410K |
| 5 |
Medtronic
MDT
|
$320K |
Sector Composition
| 1 | Financials | 65.33% |
| 2 | Energy | 3.3% |
| 3 | Consumer Staples | 3.01% |
| 4 | Technology | 2.39% |
| 5 | Communication Services | 0.94% |