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LCM

Lattice Capital Management Portfolio holdings

AUM $56.9M
1-Year Est. Return 49.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+49.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.3M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.34M
2
+$3.7M
3
+$568K
4
BA icon
Boeing
BA
+$196K
5
TSM icon
TSMC
TSM
+$2.89K

Top Sells

1
+$864K
2
+$741K
3
+$438K
4
DOCU
DocuSign
DOCU
+$415K
5
AVLR
Avalara, Inc.
AVLR
+$275K

Sector Composition

1 Technology 26.59%
2 Consumer Discretionary 8.97%
3 Communication Services 7.49%
4 Healthcare 6.59%
5 Industrials 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.6K 0.04%
11,800
52
$22K 0.03%
14,400
53
– –
-4,900
54
– –
-7,700
55
– –
-3,000
56
– –
-10,800
57
– –
-7,760
58
– –
-1,600
59
– –
-3,005
60
– –
0
61
– –
-16,900
1 2
3