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
101
$295K 0.12%
4,690
+1,435
102
$293K 0.12%
9,317
103
$283K 0.11%
2,150
-217
104
$282K 0.11%
4,832
+222
105
$277K 0.11%
2,788
-50
106
$275K 0.11%
2,034
+363
107
$273K 0.11%
2,530
+110
108
$271K 0.11%
2,171
-3,000
109
$271K 0.11%
76,424
+8,000
110
$270K 0.11%
1,065
+8
111
$267K 0.11%
1,755
-24
112
$265K 0.11%
7,098
-4,840
113
$263K 0.1%
3,194
+76
114
$260K 0.1%
1,983
-34
115
$259K 0.1%
3,842
+8
116
$258K 0.1%
+3,412
117
$255K 0.1%
622
-20
118
$255K 0.1%
6,816
-361
119
$254K 0.1%
9,660
+1,000
120
$252K 0.1%
4,829
-4,629
121
$252K 0.1%
2,771
-18
122
$247K 0.1%
+2,674
123
$247K 0.1%
124
-5
124
$240K 0.1%
9,152
-4,995
125
$234K 0.09%
687
+127
3 4
5
6 7