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
$1.54B
AUM Growth
+$411M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$97.5M
2
+$69.1M
3
+$7.7M
4
AFL icon
Aflac
AFL
+$6.66M
5
AAPL icon
Apple
AAPL
+$6.47M

Top Sells

1
+$20.8M
2
+$1.33M
3
+$100K
4
ALJJ
ALJ Regional Holdings Inc
ALJJ
+$28.1K
5
BAX icon
Baxter International
BAX
+$23.6K

Sector Composition

1 Financials 72.19%
2 Consumer Staples 3.66%
3 Technology 3.05%
4 Energy 3.01%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$630K 0.04%
11,482
+7,149
127
$628K 0.04%
11,004
+3,877
128
$627K 0.04%
13,585
+3,984
129
$622K 0.04%
+6,769
130
$617K 0.04%
10,747
+4,043
131
$614K 0.04%
10,143
+3,646
132
$609K 0.04%
+4,681
133
$601K 0.04%
9,614
+5,343
134
$593K 0.04%
+15,405
135
$582K 0.04%
+155,205
136
$581K 0.04%
6,878
+894
137
$576K 0.04%
+10,772
138
$570K 0.04%
+28,702
139
$563K 0.04%
+8,602
140
$563K 0.04%
+10,195
141
$561K 0.04%
5,962
+2,846
142
$561K 0.04%
+31,402
143
$552K 0.04%
3,530
+253
144
$548K 0.04%
+14,374
145
$538K 0.04%
+13,357
146
$533K 0.03%
+14,244
147
$529K 0.03%
+11,894
148
$528K 0.03%
+16,351
149
$527K 0.03%
20,500
+6,580
150
$521K 0.03%
+3,838
4 5
6
7 8