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
+$831M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
340
New
Increased
Reduced
Closed

Top Buys

1
+$700M
2
+$4.32M
3
+$1.64M
4
NVDA icon
NVIDIA
NVDA
+$1.46M
5
META icon
Meta Platforms (Facebook)
META
+$1.44M

Top Sells

1
+$1.25M
2
+$768K
3
+$613K
4
CVX icon
Chevron
CVX
+$602K
5
MSFT icon
Microsoft
MSFT
+$490K

Sector Composition

1 Financials 74.58%
2 Consumer Staples 4.02%
3 Technology 3.36%
4 Energy 3.01%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$513K 0.03%
+8,215
127
$510K 0.03%
+2,242
128
$506K 0.03%
+3,829
129
$505K 0.03%
14,415
-70
130
$505K 0.03%
62,831
+1,012
131
$494K 0.03%
+8,184
132
$494K 0.03%
+8,549
133
$488K 0.03%
+246
134
$485K 0.03%
+1,987
135
$479K 0.03%
+3,781
136
$479K 0.03%
9,535
+518
137
$479K 0.03%
+5,759
138
$477K 0.03%
+6,586
139
$476K 0.03%
23,952
-32
140
$476K 0.03%
23,789
-670
141
$461K 0.03%
+3,370
142
$454K 0.03%
+11,275
143
$454K 0.03%
+19,590
144
$446K 0.03%
+4,502
145
$445K 0.03%
+5,105
146
$444K 0.03%
12,547
+1,399
147
$437K 0.03%
+5,600
148
$436K 0.03%
+4,063
149
$435K 0.03%
+894
150
$430K 0.03%
+2,754
4 5
6
7 8