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
$184M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$497K
3
+$240K
4
LLY icon
Eli Lilly
LLY
+$233K
5
AMAT icon
Applied Materials
AMAT
+$226K

Top Sells

1
+$3.51M
2
+$2.26M
3
+$1.38M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BAC icon
Bank of America
BAC
+$812K

Sector Composition

1 Technology 33.9%
2 Communication Services 21.67%
3 Consumer Discretionary 11.71%
4 Financials 8.33%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.75%
2,622
-133
27
$1.36M 0.74%
10,240
-600
28
$1.34M 0.73%
24,698
-1,058
29
$1.21M 0.66%
20,938
-1,866
30
$1.18M 0.64%
4,217
-145
31
$1.11M 0.6%
22,084
+14,302
32
$1.09M 0.59%
61,891
-2,138
33
$1.03M 0.56%
10,120
-858
34
$979K 0.53%
10,369
-52
35
$886K 0.48%
5,598
-88
36
$836K 0.45%
1,737
-75
37
$835K 0.45%
19,484
-720
38
$811K 0.44%
61,050
+166
39
$804K 0.44%
3,530
-100
40
$800K 0.43%
11,050
-165
41
$783K 0.43%
12,383
-691
42
$751K 0.41%
11,551
-10
43
$727K 0.39%
1,895
+18
44
$726K 0.39%
2,533
-23
45
$716K 0.39%
1,361
+3
46
$689K 0.37%
9,531
+4
47
$659K 0.36%
2,318
-61
48
$658K 0.36%
2,481
-5,213
49
$630K 0.34%
1,419
-32
50
$626K 0.34%
5,664
-9
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2
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