LCM
Lazari Capital Management Portfolio holdings
AUM
$266M
This Quarter Return
+12.95%
1 Year Return
+23.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$178M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.35%
Holding
128
New
128
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$34.7M |
| 2 |
Meta Platforms (Facebook)
META
|
$14.2M |
| 3 |
Uber
UBER
|
$12.7M |
| 4 |
Amazon
AMZN
|
$11M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lumen
LUMN
$5.1B
| $33.6K | 0.02% |
+14,846
| New | +$33.6K |
|
127
FuelCell Energy
FCEL
$95.7M
| $24.4K | 0.01% |
+11,300
| New | +$24.4K |
|
128
Castor Maritime
CTRM
$20.6M
| $9.03K | 0.01% |
+20,100
| New | +$9.03K |
|