LBC

Lowe Brockenbrough & Co Portfolio holdings

AUM $2.03B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$7.82M
2
+$4.19M
3
+$3.63M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.08M
5
JPM icon
JPMorgan Chase
JPM
+$2.94M

Top Sells

1
+$18.3M
2
+$12M
3
+$6.93M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.47M
5
ALB icon
Albemarle
ALB
+$6.07M

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
251
$210K 0.02%
1,800
252
$207K 0.02%
+1,600
253
$203K 0.01%
+14,690
254
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