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
51
$799K 0.34%
19,546
-424
52
$791K 0.34%
12,638
-588
53
$786K 0.34%
10,467
-685
54
$768K 0.33%
2,382
+15
55
$736K 0.31%
6,073
+64
56
$707K 0.3%
798
-6
57
$704K 0.3%
1,529
+38
58
$702K 0.3%
2,823
-165
59
$677K 0.29%
3,975
+108
60
$669K 0.29%
2,673
61
$665K 0.28%
5,683
+10
62
$663K 0.28%
5,171
63
$657K 0.28%
1,326
+18
64
$647K 0.28%
61,290
+43
65
$643K 0.28%
22,224
+3,329
66
$619K 0.26%
12,001
+745
67
$618K 0.26%
4,195
+128
68
$595K 0.25%
1,955
+27
69
$583K 0.25%
20,079
-1,035
70
$576K 0.25%
39,019
-1,192
71
$573K 0.25%
8,840
-361
72
$572K 0.24%
5,483
+74
73
$551K 0.24%
1,407
+21
74
$543K 0.23%
9,458
-306
75
$519K 0.22%
2,752
-44
1 2
3
4 5