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
$1.37B
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$4.29M
3
+$3.79M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.04M
5
AAPL icon
Apple
AAPL
+$2.98M

Top Sells

1
+$18.6M
2
+$12M
3
+$6.93M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.47M
5
ALB icon
Albemarle
ALB
+$5.74M

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
126
$1.96M 0.14%
24,915
-1,135
127
$1.92M 0.14%
11,737
128
$1.92M 0.14%
36,869
-850
129
$1.91M 0.14%
6,401
-1,146
130
$1.85M 0.14%
+87,955
131
$1.85M 0.14%
13,500
+283
132
$1.83M 0.13%
7,700
133
$1.79M 0.13%
7,092
-24
134
$1.76M 0.13%
22,334
135
$1.75M 0.13%
5,728
136
$1.75M 0.13%
30,808
-42
137
$1.74M 0.13%
14,194
+100
138
$1.74M 0.13%
19,855
-224
139
$1.59M 0.12%
25,910
+2,420
140
$1.58M 0.12%
13,140
141
$1.57M 0.11%
18,889
142
$1.56M 0.11%
31,970
+215
143
$1.52M 0.11%
21,056
-300
144
$1.52M 0.11%
19,612
+2,615
145
$1.52M 0.11%
6,485
-24,525
146
$1.52M 0.11%
8,049
-60
147
$1.51M 0.11%
16,129
148
$1.48M 0.11%
20,239
-150
149
$1.46M 0.11%
9,351
-20
150
$1.45M 0.11%
4,968
+1,141
4 5
6
7 8