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
51
$772K 0.31%
2,768
-55
52
$758K 0.3%
14,652
+5,787
53
$728K 0.29%
16,226
-5,926
54
$717K 0.29%
1,252
-74
55
$712K 0.28%
6,150
+77
56
$708K 0.28%
1,561
+32
57
$706K 0.28%
4,296
-2,365
58
$688K 0.27%
2,673
59
$685K 0.27%
5,447
-36
60
$674K 0.27%
21,894
-8,854
61
$671K 0.27%
6,315
+85
62
$657K 0.26%
19,412
-134
63
$653K 0.26%
4,507
+312
64
$646K 0.26%
5,606
-77
65
$625K 0.25%
3,499
66
$619K 0.25%
2,373
-9
67
$615K 0.25%
8,314
-526
68
$615K 0.25%
3,691
-284
69
$598K 0.24%
5,593
+1,508
70
$589K 0.23%
3,094
+166
71
$560K 0.22%
56,577
-4,713
72
$556K 0.22%
11,261
-740
73
$542K 0.22%
1,871
-84
74
$523K 0.21%
1,443
+36
75
$522K 0.21%
24,376
1 2
3
4 5