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
101
$300K 0.13%
+4,610
102
$298K 0.13%
1,057
+112
103
$298K 0.13%
2,452
-62
104
$296K 0.13%
6,280
105
$293K 0.13%
1,112
+135
106
$292K 0.12%
+1,202
107
$288K 0.12%
1,433
+315
108
$287K 0.12%
2,017
109
$281K 0.12%
15,610
110
$281K 0.12%
3,118
+34
111
$279K 0.12%
2,420
+32
112
$271K 0.12%
7,177
+1,287
113
$268K 0.11%
3,510
114
$266K 0.11%
618
+51
115
$265K 0.11%
1,312
+44
116
$263K 0.11%
25,105
117
$260K 0.11%
+1,671
118
$256K 0.11%
+2,789
119
$253K 0.11%
1,456
+99
120
$251K 0.11%
+129
121
$250K 0.11%
3,834
+9
122
$248K 0.11%
10,555
-874
123
$247K 0.11%
642
+8
124
$246K 0.11%
8,660
+293
125
$245K 0.1%
24,461
+339
3 4
5
6 7