LCM

Lafitte Capital Management Portfolio holdings

AUM $49.5M
1-Year Est. Return 27.1%
This Quarter Est. Return
1 Year Est. Return
-27.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.67M
3
+$4.72M
4
QLTY
QUALITY DISTR INC FLA
QLTY
+$3.85M
5
MENT
Mentor Graphics Corp
MENT
+$3.25M

Top Sells

1
+$7.03M
2
+$6.82M
3
+$6.28M
4
URI icon
United Rentals
URI
+$3.9M
5
HELE icon
Helen of Troy
HELE
+$3.54M

Sector Composition

1 Industrials 37.73%
2 Technology 17.92%
3 Energy 10.81%
4 Consumer Discretionary 0.41%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-28,943
27
– –
-40,000
28
– –
-8,370
29
– –
-3,216
30
– –
-64,542
31
– –
-925,000
1
2