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
$168M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$203K
3
+$202K
4
SCHW icon
Charles Schwab
SCHW
+$188K
5
MSFT icon
Microsoft
MSFT
+$177K

Top Sells

1
+$580K
2
+$385K
3
+$372K
4
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$334K
5
JNJ icon
Johnson & Johnson
JNJ
+$310K

Sector Composition

1 Technology 35.38%
2 Communication Services 19.34%
3 Consumer Discretionary 11.89%
4 Financials 7.97%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,390
127
– –
-2,086
128
– –
-2,672
129
– –
-11,610
130
– –
-1,734
131
– –
-14,846
132
– –
-3,597
2 3 4 5
6