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
$178M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$34.7M
2 +$14.2M
3 +$12.7M
4
AMZN icon
Amazon
AMZN
+$11M
5
DIS icon
Walt Disney
DIS
+$7.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 35.6%
2 Communication Services 18.88%
3 Consumer Discretionary 11.8%
4 Financials 8.24%
5 Healthcare 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$33.6K 0.02%
+14,846
127
$24.4K 0.01%
+377
128
$9.03K 0.01%
+2,010