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
$234M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$773K
3
+$624K
4
MSFT icon
Microsoft
MSFT
+$304K
5
IYH icon
iShares US Healthcare ETF
IYH
+$300K

Top Sells

1
+$995K
2
+$756K
3
+$727K
4
AAPL icon
Apple
AAPL
+$632K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$456K

Sector Composition

1 Technology 32.31%
2 Communication Services 19.02%
3 Consumer Discretionary 11.37%
4 Financials 7.19%
5 Energy 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$244K 0.1%
3,874
+190
127
$243K 0.1%
+3,015
128
$241K 0.1%
+3,056
129
$232K 0.1%
+2,808
130
$230K 0.1%
1,928
+236
131
$226K 0.1%
2,770
+30
132
$222K 0.1%
5,682
+49
133
$221K 0.09%
+10,849
134
$221K 0.09%
26,220
-1,333
135
$217K 0.09%
+5,200
136
$216K 0.09%
3,255
-1,660
137
$214K 0.09%
+560
138
$213K 0.09%
+3,359
139
$212K 0.09%
+4,686
140
$212K 0.09%
565
+1
141
$211K 0.09%
+7,500
142
$211K 0.09%
+802
143
$204K 0.09%
+348
144
$176K 0.08%
10,498
145
$148K 0.06%
13,685
+1,810
146
$88.4K 0.04%
10,721
-1,420
147
$83.7K 0.04%
22,436
148
$63.6K 0.03%
20,391
+3,371
149
$50.2K 0.02%
22,219
+2,050
150
$49.7K 0.02%
13,000
3 4 5
6
7