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
$1.56B
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$7.15M
3
+$5.41M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.11M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.81M

Top Sells

1
+$5.22M
2
+$3.9M
3
+$2.74M
4
MKL icon
Markel Group
MKL
+$1.43M
5
CVS icon
CVS Health
CVS
+$1.32M

Sector Composition

1 Technology 16.43%
2 Financials 9.33%
3 Industrials 6.66%
4 Healthcare 6.52%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$645K 0.04%
3,859
202
$626K 0.04%
4,842
-312
203
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204
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205
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216
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223
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225
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