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
76
$512K 0.2%
7,118
-3,349
77
$510K 0.2%
2,962
+80
78
$464K 0.19%
2,784
+32
79
$443K 0.18%
+777
80
$425K 0.17%
28,572
-10,447
81
$423K 0.17%
1,923
+37
82
$409K 0.16%
2,442
+48
83
$401K 0.16%
+1,774
84
$390K 0.16%
4,587
-200
85
$389K 0.16%
1,133
-1,350
86
$384K 0.15%
3,267
87
$381K 0.15%
550
+43
88
$372K 0.15%
1,883
+427
89
$367K 0.15%
680
+58
90
$364K 0.14%
28,761
91
$354K 0.14%
13,339
-6,740
92
$346K 0.14%
4,654
+1,639
93
$320K 0.13%
3,463
-7,665
94
$320K 0.13%
14,508
-1,102
95
$317K 0.13%
6,950
96
$313K 0.12%
1,293
+91
97
$305K 0.12%
672
+54
98
$302K 0.12%
6,280
99
$301K 0.12%
2,502
+50
100
$300K 0.12%
3,510
2 3
4
5 6