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
$175M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$269K
3
+$237K
4
LRCX icon
Lam Research
LRCX
+$235K
5
WYNN icon
Wynn Resorts
WYNN
+$234K

Top Sells

1
+$4.36M
2
+$2.8M
3
+$1.91M
4
AMZN icon
Amazon
AMZN
+$1.48M
5
META icon
Meta Platforms (Facebook)
META
+$1.2M

Sector Composition

1 Technology 35.93%
2 Communication Services 18.78%
3 Consumer Discretionary 11.76%
4 Financials 8.89%
5 Energy 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.77%
7,694
-260
27
$1.32M 0.76%
25,756
-570
28
$1.31M 0.75%
2,755
-57
29
$1.21M 0.69%
10,840
-1,300
30
$1.14M 0.65%
4,362
-29
31
$1.12M 0.64%
22,804
+202
32
$1.07M 0.62%
64,029
-6,284
33
$1M 0.57%
10,978
+2,573
34
$891K 0.51%
5,686
+19
35
$874K 0.5%
10,421
-907
36
$869K 0.5%
11,215
-875
37
$773K 0.44%
1,812
-65
38
$749K 0.43%
20,204
-11,600
39
$742K 0.42%
60,884
-646
40
$690K 0.4%
11,561
+61
41
$685K 0.39%
2,379
-118
42
$680K 0.39%
3,630
-300
43
$673K 0.38%
13,074
-1,257
44
$663K 0.38%
2,556
-100
45
$663K 0.38%
60,266
46
$655K 0.38%
9,527
+1,014
47
$650K 0.37%
1,877
+99
48
$648K 0.37%
+1,358
49
$614K 0.35%
5,673
+2,486
50
$594K 0.34%
1,451
+57
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2
3 4 5