LC

Lakeshore Capital Portfolio holdings

AUM $45.6M
1-Year Est. Return 21%
This Quarter Est. Return
1 Year Est. Return
-21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$9.81M
3 +$8.34M
4
CVX icon
Chevron
CVX
+$8.12M
5
PNC icon
PNC Financial Services
PNC
+$7.97M

Top Sells

No sells this quarter

Sector Composition

1 Energy 30%
2 Financials 24.95%
3 Real Estate 14.07%
4 Utilities 6.52%
5 Healthcare 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$264K 0.25%
+4,000
27
$248K 0.23%
+2,213
28
$244K 0.23%
+2,710
29
$232K 0.22%
+2,991
30
$214K 0.2%
+10,404