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
$1.15B
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1 +$6.67M
2 +$4.76M
3 +$3.88M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.28M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.6M

Top Sells

1 +$3.79M
2 +$2.93M
3 +$2.83M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.66M
5
MKL icon
Markel Group
MKL
+$2.33M

Sector Composition

1 Technology 12.89%
2 Healthcare 12.82%
3 Financials 10.61%
4 Industrials 8.45%
5 Consumer Staples 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$585K 0.05%
16,106
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202
$580K 0.05%
5,628
+1,727
203
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12,530
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204
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205
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208
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209
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211
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220
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221
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222
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11,388
223
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872
224
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3,374
225
$364K 0.03%
7,350
-53,700