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
151
$430K 0.03%
89,766
-1,136
152
$426K 0.03%
+4,725
153
$426K 0.03%
49,264
154
$421K 0.03%
13,647
+546
155
$421K 0.03%
+2,619
156
$406K 0.03%
+5,765
157
$402K 0.03%
10,070
+37
158
$401K 0.03%
+4,097
159
$399K 0.03%
+2,449
160
$398K 0.03%
+8,543
161
$398K 0.03%
+3,534
162
$398K 0.03%
+8,915
163
$396K 0.03%
+2,476
164
$393K 0.03%
+6,112
165
$392K 0.03%
+3,875
166
$390K 0.03%
+7,644
167
$388K 0.03%
+300
168
$386K 0.03%
+6,498
169
$385K 0.02%
+3,421
170
$382K 0.02%
+16,232
171
$382K 0.02%
+3,331
172
$381K 0.02%
+1,412
173
$378K 0.02%
+1,824
174
$378K 0.02%
+2,377
175
$376K 0.02%
+3,447
5 6
7
8 9