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
$1.48B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$7.22M
3
+$6.45M
4
DUK icon
Duke Energy
DUK
+$5.74M
5
ETN icon
Eaton
ETN
+$5.36M

Top Sells

1
+$11.9M
2
+$5.77M
3
+$3.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.31M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.93M

Sector Composition

1 Technology 16.09%
2 Healthcare 9.8%
3 Financials 9.54%
4 Industrials 7.96%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$451K 0.03%
1,087
-13
227
$440K 0.03%
3,366
+328
228
$418K 0.03%
5,980
-258
229
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7,098
+2,000
230
$405K 0.03%
8,000
231
$388K 0.03%
10,304
-33
232
$363K 0.02%
1,248
233
$358K 0.02%
8,513
234
$352K 0.02%
9,446
-81
235
$319K 0.02%
4,738
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236
$312K 0.02%
6,210
-100
237
$310K 0.02%
+3,124
238
$304K 0.02%
5,331
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239
$300K 0.02%
10,500
-6,873
240
$296K 0.02%
2,133
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241
$295K 0.02%
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242
$294K 0.02%
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243
$277K 0.02%
579
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244
$274K 0.02%
3,184
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245
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1,825
246
$263K 0.02%
5,600
-100
247
$261K 0.02%
1,501
-222
248
$261K 0.02%
1,528
-64
249
$261K 0.02%
12,000
250
$257K 0.02%
2,550
7 8 9
10
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