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
176
$962K 0.07%
21,602
+30
177
$954K 0.07%
28,469
-7,171
178
$943K 0.07%
6,463
-70
179
$925K 0.07%
3,025
-9
180
$920K 0.07%
+15,930
181
$911K 0.07%
9,563
-410
182
$910K 0.07%
12,151
+22
183
$906K 0.07%
8,492
-95
184
$899K 0.07%
9,429
185
$890K 0.07%
8,100
-20
186
$883K 0.07%
23,756
-7,474
187
$855K 0.06%
4,015
188
$851K 0.06%
5,393
189
$834K 0.06%
8,901
-102
190
$827K 0.06%
28,814
191
$813K 0.06%
8,750
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192
$812K 0.06%
4,219
193
$805K 0.06%
10,448
194
$796K 0.06%
11,189
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195
$780K 0.06%
7,115
196
$777K 0.06%
17,981
197
$750K 0.06%
6,859
198
$732K 0.06%
7,576
199
$707K 0.05%
22,000
200
$699K 0.05%
9,118
+29
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