LBC
Lowe Brockenbrough & Co Portfolio holdings
AUM
$1.78B
This Quarter Return
+11.37%
1 Year Return
+16.08%
3 Year Return
+69.95%
5 Year Return
+129.98%
10 Year Return
+260.84%
AUM
$1.15B
AUM Growth
+$1.15B
(+11%)
Cap. Flow
+$5.9M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
23.7%
Holding
268
New
18
Increased
77
Reduced
115
Closed
8
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.79M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$2.93M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.83M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$2.66M |
| 5 |
Markel Group
MKL
|
$2.33M |
Sector Composition
| 1 | Technology | 12.89% |
| 2 | Healthcare | 12.82% |
| 3 | Financials | 10.61% |
| 4 | Industrials | 8.45% |
| 5 | Consumer Staples | 7.2% |
