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
$116M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.47M
3
+$1.89M
4
GDEN icon
Golden Entertainment
GDEN
+$481K
5
PRTS icon
CarParts.com
PRTS
+$92.4K

Top Sells

1
+$4.57M
2
+$3.98M
3
+$3.64M
4
HEES
H&E Equipment Services
HEES
+$3.47M
5
AWI icon
Armstrong World Industries
AWI
+$3.11M

Sector Composition

1 Consumer Discretionary 44.54%
2 Industrials 30.17%
3 Financials 9.39%
4 Energy 5.07%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-155,150
27
– –
-131,384
28
– –
-59,300
29
– –
-160,298
30
– –
-503,807
1
2