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
176
$941K 0.06%
6,797
177
$939K 0.06%
11,081
-275
178
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2,725
-75
179
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180
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17,612
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181
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182
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7,680
-180
183
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13,067
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184
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+4,264
185
$778K 0.05%
9,174
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186
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19,336
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187
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3,103
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188
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10,180
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189
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190
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191
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194
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5,884
195
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196
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197
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21,024
-1,075
198
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2,826
199
$634K 0.04%
5,255
200
$633K 0.04%
33,098
-205
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