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
$150M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$6.04M
3
+$5.6M
4
FTD
FTD Companies, Inc. Common Stock
FTD
+$3.41M
5
RDC
Rowan Companies Plc
RDC
+$2.53M

Top Sells

1
+$13.3M
2
+$5.61M
3
+$5.39M
4
MENT
Mentor Graphics Corp
MENT
+$4.31M
5
GRC icon
Gorman-Rupp
GRC
+$3.54M

Sector Composition

1 Industrials 29.2%
2 Energy 16.31%
3 Consumer Discretionary 13.48%
4 Financials 3.73%
5 Technology 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-250,000
27
– –
-50,000
28
– –
-150,000
29
– –
-200,000
30
– –
-50,100
31
– –
-166,200
32
– –
-2,482,651
1
2