LCM

Lazari Capital Management Portfolio holdings

AUM $296M
1-Year Est. Return 31.77%
This Quarter Est. Return
1 Year Est. Return
+31.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$14.2M
3
+$12.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
DIS icon
Walt Disney
DIS
+$7.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.6%
2 Communication Services 18.88%
3 Consumer Discretionary 11.8%
4 Financials 8.24%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.71%
+7,655
27
$1.18M 0.67%
+8,145
28
$1.16M 0.65%
+72,746
29
$1.15M 0.65%
+2,605
30
$1.14M 0.64%
+31,864
31
$1.05M 0.59%
+12,140
32
$1.05M 0.59%
+4,426
33
$1.03M 0.58%
+12,300
34
$971K 0.55%
+22,758
35
$954K 0.54%
+42,085
36
$948K 0.53%
+11,675
37
$937K 0.53%
+61,958
38
$862K 0.48%
+3,882
39
$832K 0.47%
+22,671
40
$816K 0.46%
+7,722
41
$738K 0.42%
+1,877
42
$710K 0.4%
+10,985
43
$682K 0.38%
+11,600
44
$678K 0.38%
+3,890
45
$677K 0.38%
+14,706
46
$659K 0.37%
+60,266
47
$651K 0.37%
+52,900
48
$625K 0.35%
+2,656
49
$591K 0.33%
+1,734
50
$587K 0.33%
+8,204
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