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
$1.33B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$2.68M
3
+$1.89M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.83M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.7M

Top Sells

1
+$3.14M
2
+$2.46M
3
+$1.3M
4
AAPL icon
Apple
AAPL
+$880K
5
MBB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.44M 0.64%
26,174
+670
52
$8.19M 0.62%
65,029
+297
53
$8.16M 0.62%
61,859
+359
54
$8.08M 0.61%
36,387
+3,261
55
$7.85M 0.59%
113,566
+1,594
56
$7.78M 0.59%
157,890
+3,281
57
$7.64M 0.58%
77,952
+714
58
$7.25M 0.55%
145,837
-3,175
59
$7.25M 0.55%
197,576
+34,837
60
$6.87M 0.52%
69,501
+27,066
61
$6.43M 0.49%
4,650
-19
62
$6.37M 0.48%
32,969
-26
63
$6.27M 0.47%
57,600
64
$6.17M 0.47%
22,417
+130
65
$5.97M 0.45%
66,824
+788
66
$5.94M 0.45%
19,914
-131
67
$5.77M 0.43%
140,441
+4,015
68
$5.75M 0.43%
68,319
+915
69
$5.68M 0.43%
12,342
+2
70
$5.68M 0.43%
52,076
-347
71
$5.62M 0.42%
100,227
-396
72
$5.17M 0.39%
37,134
-328
73
$5.17M 0.39%
48,412
-1,348
74
$5.12M 0.39%
72,598
75
$4.95M 0.37%
36,754
+29
1 2
3
4 5