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
51
$618K 0.34%
5,171
52
$613K 0.33%
40,851
-993
53
$605K 0.33%
10,050
54
$598K 0.32%
2,370
55
$577K 0.31%
5,914
+5
56
$532K 0.29%
1,274
-100
57
$528K 0.29%
720
-46
58
$521K 0.28%
3,306
+223
59
$518K 0.28%
1,994
+5
60
$509K 0.28%
18,359
+10
61
$507K 0.28%
11,475
+289
62
$499K 0.27%
1,363
-40
63
$493K 0.27%
3,153
-101
64
$489K 0.27%
1,162
-350
65
$484K 0.26%
6,270
-295
66
$451K 0.24%
1,598
-1
67
$440K 0.24%
3,506
68
$438K 0.24%
5,177
-815
69
$435K 0.24%
2,681
+70
70
$435K 0.24%
24,376
71
$421K 0.23%
1,605
72
$401K 0.22%
2,429
-100
73
$386K 0.21%
3,445
-237
74
$359K 0.19%
7,265
75
$349K 0.19%
28,761
1 2
3
4 5