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
101
$212K 0.12%
773
-60
102
$211K 0.12%
3,450
-750
103
$210K 0.12%
2,999
-128
104
$209K 0.12%
+1,450
105
$209K 0.12%
+1,418
106
$205K 0.12%
+3,097
107
$200K 0.11%
+1,114
108
$174K 0.1%
20,022
-550
109
$169K 0.1%
16,230
-900
110
$166K 0.09%
14,547
-2,257
111
$165K 0.09%
12,667
112
$151K 0.09%
10,498
-3,802
113
$147K 0.08%
4,778
114
$105K 0.06%
47,717
+700
115
$101K 0.06%
28,224
-6,533
116
$91.3K 0.05%
20,281
+1,517
117
$59.6K 0.03%
12,000
+1,000
118
$53.9K 0.03%
694
+190
119
$22.3K 0.01%
70,000
120
$20.8K 0.01%
19,221
-100
121
$18.1K 0.01%
377
122
$8.54K ﹤0.01%
2,010
123
$8.38K ﹤0.01%
+333
124
$7.51K ﹤0.01%
1,000
125
$2.03K ﹤0.01%
1,333
2 3 4
5
6