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
51
$570K 0.33%
41,844
-9,063
52
$566K 0.32%
5,171
53
$562K 0.32%
11,186
+11
54
$547K 0.31%
2,863
+17
55
$539K 0.31%
1,512
-90
56
$535K 0.31%
2,370
-45
57
$530K 0.3%
1,374
-38
58
$528K 0.3%
18,349
-1,000
59
$528K 0.3%
10,050
-195
60
$511K 0.29%
6,565
-4,340
61
$506K 0.29%
766
-64
62
$497K 0.28%
5,909
-17
63
$492K 0.28%
24,376
64
$474K 0.27%
1,599
65
$472K 0.27%
1,989
-25
66
$464K 0.27%
3,254
-15
67
$463K 0.27%
5,992
-275
68
$460K 0.26%
3,083
+932
69
$415K 0.24%
1,403
-195
70
$383K 0.22%
2,611
71
$370K 0.21%
3,506
+1
72
$361K 0.21%
1,605
-100
73
$353K 0.2%
7,782
-4
74
$344K 0.2%
2,529
+20
75
$332K 0.19%
28,761
1 2
3
4 5