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
51
$574K 0.32%
+1,849
52
$537K 0.3%
+5,171
53
$526K 0.3%
+10,047
54
$521K 0.29%
+1,411
55
$507K 0.29%
+2,846
56
$507K 0.29%
+1,699
57
$494K 0.28%
+153,924
58
$460K 0.26%
+6,909
59
$457K 0.26%
+848
60
$451K 0.25%
+1,398
61
$444K 0.25%
+2,415
62
$442K 0.25%
+2,008
63
$413K 0.23%
+3,465
64
$411K 0.23%
+2,711
65
$404K 0.23%
+3,019
66
$385K 0.22%
+802
67
$379K 0.21%
+3,868
68
$377K 0.21%
+3,268
69
$374K 0.21%
+11,175
70
$370K 0.21%
+1,502
71
$355K 0.2%
+2,572
72
$354K 0.2%
+4,032
73
$353K 0.2%
+1,705
74
$336K 0.19%
+43,017
75
$335K 0.19%
+2,132
1 2
3
4 5