LCM

Lazari Capital Management Portfolio holdings

AUM $287M
1-Year Est. Return 28.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.24%
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
134
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$471K
3
+$214K
4
UYG icon
ProShares Ultra Financials
UYG
+$211K
5
CSCO icon
Cisco
CSCO
+$204K

Top Sells

1
+$3.27M
2
+$2.08M
3
+$1.43M
4
COIN icon
Coinbase
COIN
+$938K
5
BAC icon
Bank of America
BAC
+$735K

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
$13.4K 0.01%
377
127
$8.8K ﹤0.01%
1,000
128
– –
-8,227
129
– –
-2,010
130
– –
-1,333
131
– –
-773
132
– –
-1,418
133
– –
-60,266
134
– –
-1,450
2 3 4 5
6