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
$184M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$718K
2
+$497K
3
+$240K
4
LLY icon
Eli Lilly
LLY
+$233K
5
AMAT icon
Applied Materials
AMAT
+$226K

Top Sells

1
+$3.51M
2
+$2.26M
3
+$1.38M
4
AAPL icon
Apple
AAPL
+$1.35M
5
BAC icon
Bank of America
BAC
+$812K

Sector Composition

1 Technology 33.9%
2 Communication Services 21.67%
3 Consumer Discretionary 11.71%
4 Financials 8.33%
5 Energy 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8.8K ﹤0.01%
1,000
127
– –
-773
128
– –
-1,333
129
– –
-2,010
130
– –
-3,031
131
– –
-8,227
132
– –
-1,450
133
– –
-60,266
134
– –
-1,418
2 3 4 5
6