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
$175M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$269K
3
+$237K
4
LRCX icon
Lam Research
LRCX
+$235K
5
WYNN icon
Wynn Resorts
WYNN
+$234K

Top Sells

1
+$4.36M
2
+$2.8M
3
+$1.91M
4
AMZN icon
Amazon
AMZN
+$1.48M
5
META icon
Meta Platforms (Facebook)
META
+$1.2M

Sector Composition

1 Technology 35.93%
2 Communication Services 18.78%
3 Consumer Discretionary 11.76%
4 Financials 8.89%
5 Energy 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-37,845
127
– –
-10,000
128
– –
-11,025
129
– –
-2,595
130
– –
-5,933
131
– –
-11,387
132
– –
-4,456
2 3 4 5
6