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
176
$436K 0.03%
+74,905
177
$435K 0.03%
+4,300
178
$432K 0.03%
+48,010
179
$431K 0.03%
+11,745
180
$429K 0.03%
+6,544
181
$427K 0.03%
+3,655
182
$424K 0.03%
+17,121
183
$423K 0.03%
+2,392
184
$420K 0.03%
+115,280
185
$420K 0.03%
+7,455
186
$419K 0.03%
+6,013
187
$415K 0.03%
+10,033
188
$409K 0.03%
+11,988
189
$407K 0.03%
+4,417
190
$404K 0.03%
32,054
+934
191
$398K 0.03%
+21,556
192
$397K 0.03%
+21,846
193
$396K 0.03%
+300
194
$390K 0.03%
2,076
+486
195
$387K 0.03%
+4,097
196
$384K 0.03%
+4,791
197
$378K 0.02%
1,993
+427
198
$375K 0.02%
+64,408
199
$368K 0.02%
+16,756
200
$368K 0.02%
+11,077
6 7
8
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