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
$251M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$3.85M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.12M
5
BA icon
Boeing
BA
+$972K

Top Sells

1
+$1.16M
2
+$1M
3
+$980K
4
GILD icon
Gilead Sciences
GILD
+$708K
5
PYPL icon
PayPal
PYPL
+$682K

Sector Composition

1 Technology 35.17%
2 Communication Services 18.43%
3 Consumer Discretionary 11.9%
4 Financials 7.06%
5 Energy 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.79%
3,892
-845
27
$1.96M 0.78%
20,219
+6,000
28
$1.88M 0.75%
5,934
+409
29
$1.84M 0.73%
5,506
+63
30
$1.56M 0.62%
17,098
-894
31
$1.35M 0.54%
19,164
-1,539
32
$1.31M 0.52%
57,403
-791
33
$1.29M 0.51%
13,006
+141
34
$1.18M 0.47%
13,835
-7,988
35
$1.15M 0.46%
20,414
-2,076
36
$1.07M 0.43%
3,606
+28
37
$1.03M 0.41%
11,436
+316
38
$1.02M 0.41%
11,912
+137
39
$992K 0.4%
1,884
+20
40
$987K 0.39%
18,871
+281
41
$976K 0.39%
29,832
-2,568
42
$945K 0.38%
13,453
-8,192
43
$908K 0.36%
6,277
+260
44
$900K 0.36%
45,467
45
$894K 0.36%
1,158
+643
46
$864K 0.34%
12,277
-361
47
$855K 0.34%
32,229
+10,005
48
$852K 0.34%
10,050
-64
49
$849K 0.34%
2,182
+38
50
$774K 0.31%
845
+47
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2
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