LCM
Lafitte Capital Management Portfolio holdings
AUM
$49.5M
This Quarter Return
+20.4%
1 Year Return
-27.1%
3 Year Return
+55.07%
5 Year Return
+135.87%
10 Year Return
–
AUM
$134M
AUM Growth
+$21.3M
(+19%)
Cap. Flow
+$904K
Cap. Flow
% of AUM
0.68%
Top 10 Holdings %
Top 10 Hldgs %
72.81%
Holding
35
New
7
Increased
4
Reduced
11
Closed
10
Top Buys
| 1 |
MYR Group
MYRG
|
$8.1M |
| 2 |
IPG Photonics
IPGP
|
$6.82M |
| 3 |
CJES
C&J ENERGY SVCS LTD
CJES
|
$5.02M |
| 4 |
Graham Corp
GHM
|
$3.09M |
| 5 |
WPT
World Point Terminals, LP
WPT
|
$2.39M |
Top Sells
| 1 |
Helen of Troy
HELE
|
$5.31M |
| 2 |
ESC
EMERITUS CORP
ESC
|
$4.64M |
| 3 |
MITL
Mitel Networks Corporation
MITL
|
$2.55M |
| 4 |
NOV
NOV
|
$2.26M |
| 5 |
RNET
RigNet, Inc.
RNET
|
$2.05M |
Sector Composition
| 1 | Industrials | 40.96% |
| 2 | Technology | 25.45% |
| 3 | Materials | 6.81% |
| 4 | Energy | 6.44% |
| 5 | Consumer Staples | 2.65% |