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
$234M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$773K
3
+$624K
4
MSFT icon
Microsoft
MSFT
+$304K
5
IYH icon
iShares US Healthcare ETF
IYH
+$300K

Top Sells

1
+$995K
2
+$756K
3
+$727K
4
AAPL icon
Apple
AAPL
+$632K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$456K

Sector Composition

1 Technology 32.31%
2 Communication Services 19.02%
3 Consumer Discretionary 11.37%
4 Financials 7.19%
5 Energy 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.76%
10,251
-1,269
27
$1.75M 0.75%
17,992
+254
28
$1.7M 0.73%
21,823
-5,552
29
$1.69M 0.72%
21,645
-75
30
$1.52M 0.65%
5,525
-11
31
$1.49M 0.64%
5,443
-234
32
$1.44M 0.62%
14,219
+1,285
33
$1.35M 0.58%
12,865
+62
34
$1.28M 0.55%
58,194
-2,937
35
$1.27M 0.54%
32,400
+893
36
$1.17M 0.5%
20,703
-256
37
$1.16M 0.5%
22,490
-673
38
$1.07M 0.46%
10,114
-967
39
$1.07M 0.46%
6,661
-325
40
$1.04M 0.44%
22,152
-529
41
$1.03M 0.44%
11,775
+1,406
42
$975K 0.42%
6,017
+32
43
$970K 0.42%
3,578
-65
44
$949K 0.41%
18,590
-14,815
45
$947K 0.41%
30,748
-1,340
46
$933K 0.4%
11,128
-11,867
47
$920K 0.39%
1,864
-33
48
$898K 0.38%
11,120
+123
49
$869K 0.37%
2,144
+43
50
$799K 0.34%
2,483
-50
1
2
3 4 5