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
$184M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$3.61M
4
LIOX
Lionbridge Technologies
LIOX
+$3.55M
5
EVEP
EV Energy Partners, L.P.
EVEP
+$2.58M

Top Sells

1
+$7.9M
2
+$4.86M
3
+$4.21M
4
GDP
GOODRICH PETROLEUM CORP(NEW)
GDP
+$3.45M
5
BYI
BALLY TECHNOLOGIES, INC.
BYI
+$3.31M

Sector Composition

1 Industrials 28.56%
2 Energy 17.53%
3 Consumer Discretionary 9.05%
4 Technology 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$583K 0.32%
+50,100
27
– –
-100,000
28
– –
-3,100
29
– –
-398,061
30
– –
-50,000
1
2