LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $1.94B
1-Year Est. Return 17.83%
This Quarter Est. Return
1 Year Est. Return
+17.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$4.29M
3
+$3.79M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.04M
5
AAPL icon
Apple
AAPL
+$2.98M

Top Sells

1
+$18.6M
2
+$12M
3
+$6.93M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.47M
5
ALB icon
Albemarle
ALB
+$5.74M

Sector Composition

1 Technology 15.64%
2 Healthcare 11.98%
3 Financials 10.97%
4 Industrials 9.12%
5 Consumer Discretionary 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$299K 0.02%
6,360
-1,560
227
$294K 0.02%
11,039
-678
228
$293K 0.02%
3,369
-137
229
$276K 0.02%
5,331
230
$272K 0.02%
2,346
231
$269K 0.02%
8,020
232
$265K 0.02%
2,538
233
$264K 0.02%
1,237
234
$260K 0.02%
1,379
-952
235
$258K 0.02%
4,630
+344
236
$256K 0.02%
1,535
237
$251K 0.02%
7,844
-800
238
$249K 0.02%
644
239
$249K 0.02%
2,350
240
$247K 0.02%
2,774
+227
241
$237K 0.02%
+3,297
242
$236K 0.02%
1,074
243
$226K 0.02%
+1,087
244
$223K 0.02%
+11,470
245
$217K 0.02%
960
246
$216K 0.02%
849
-64
247
$216K 0.02%
+5,200
248
$215K 0.02%
+4,144
249
$214K 0.02%
+608
250
$210K 0.02%
2,700
-1,300
8 9
10
11 12