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
$1.5B
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$8.88M
2
+$2.04M
3
+$1.83M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.37M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.36M

Top Sells

1
+$10.1M
2
+$3.65M
3
+$1.99M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.08M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M

Sector Composition

1 Technology 17.26%
2 Financials 9.2%
3 Healthcare 9.01%
4 Industrials 7.66%
5 Consumer Discretionary 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.34M 0.09%
11,712
152
$1.34M 0.09%
14,587
-500
153
$1.33M 0.09%
10,312
+330
154
$1.25M 0.08%
7,800
-316
155
$1.25M 0.08%
8,874
156
$1.23M 0.08%
23,910
+200
157
$1.22M 0.08%
15,609
158
$1.2M 0.08%
3,899
+3
159
$1.19M 0.08%
19,947
-520
160
$1.19M 0.08%
8,426
-420
161
$1.16M 0.08%
3,105
-75
162
$1.14M 0.08%
21,479
-428
163
$1.14M 0.08%
12,094
-212
164
$1.13M 0.08%
5,574
-141
165
$1.13M 0.08%
27,402
-300
166
$1.11M 0.07%
4,330
-125
167
$1.11M 0.07%
15,614
-140
168
$1.1M 0.07%
12,357
-1,595
169
$1.09M 0.07%
4,236
-176
170
$1.05M 0.07%
27,058
171
$1.03M 0.07%
15,442
-128
172
$1M 0.07%
18,562
173
$992K 0.07%
24,942
-924
174
$988K 0.07%
7,981
175
$981K 0.07%
29,318
+2
5 6
7
8 9