LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $1.78B
1-Year Est. Return 16.08%
This Quarter Est. Return
1 Year Est. Return
+16.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.84M
3
+$6.82M
4
META icon
Meta Platforms (Facebook)
META
+$5.93M
5
F icon
Ford
F
+$4.92M

Top Sells

1
+$2.94M
2
+$2.57M
3
+$2.23M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.09M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.98M

Sector Composition

1 Technology 14.63%
2 Healthcare 11.7%
3 Financials 10.47%
4 Industrials 8.63%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$381K 0.03%
6,567
227
$379K 0.03%
1,582
228
$375K 0.03%
+3,007
229
$352K 0.03%
2,568
230
$347K 0.03%
602
231
$334K 0.02%
2,610
232
$330K 0.02%
7,198
-325
233
$316K 0.02%
4,600
-26,907
234
$309K 0.02%
4,000
+1,300
235
$307K 0.02%
10,439
-600
236
$307K 0.02%
1,237
237
$304K 0.02%
3,152
-200
238
$301K 0.02%
1,641
+262
239
$296K 0.02%
1,273
240
$291K 0.02%
5,270
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241
$291K 0.02%
2,686
+340
242
$290K 0.02%
6,360
243
$289K 0.02%
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244
$288K 0.02%
+12,000
245
$287K 0.02%
+2,645
246
$281K 0.02%
2,600
+800
247
$281K 0.02%
7,616
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248
$277K 0.02%
2,774
249
$277K 0.02%
4,125
-38,233
250
$275K 0.02%
614
-30
8 9
10
11 12