LCM

Lazari Capital Management Portfolio holdings

AUM $298M
1-Year Est. Return 27.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.42%
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
+$608K
2
+$240K
3
+$228K
4
VUG icon
Vanguard Growth ETF
VUG
+$211K
5
MGM icon
MGM Resorts International
MGM
+$208K

Top Sells

1
+$4.18M
2
+$2.38M
3
+$1.87M
4
AMZN icon
Amazon
AMZN
+$1.37M
5
META icon
Meta Platforms (Facebook)
META
+$1.11M

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
– –
-4,456
127
– –
-11,387
128
– –
-198
129
– –
-2,595
130
– –
-11,025
131
– –
-10,000
132
– –
-37,845
2 3 4 5
6