LBC
Lowe Brockenbrough & Co Portfolio holdings
AUM
$1.78B
This Quarter Return
+7.11%
1 Year Return
+16.08%
3 Year Return
+69.95%
5 Year Return
+129.98%
10 Year Return
+260.84%
AUM
$1.33B
AUM Growth
+$1.33B
(+7.4%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
26.06%
Holding
270
New
7
Increased
73
Reduced
128
Closed
2
Top Buys
| 1 |
NVIDIA
NVDA
|
$9.41M |
| 2 |
Philip Morris
PM
|
$2.68M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.89M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.83M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.7M |
Top Sells
| 1 |
Ford
F
|
$3.14M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.46M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.3M |
| 4 |
Apple
AAPL
|
$880K |
| 5 |
iShares MBS ETF
MBB
|
$677K |
Sector Composition
| 1 | Technology | 16.78% |
| 2 | Healthcare | 10.63% |
| 3 | Financials | 9% |
| 4 | Industrials | 7.85% |
| 5 | Consumer Staples | 7.23% |
