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
$251M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$3.85M
3
+$1.9M
4
AMZN icon
Amazon
AMZN
+$1.12M
5
BA icon
Boeing
BA
+$972K

Top Sells

1
+$1.16M
2
+$1M
3
+$980K
4
GILD icon
Gilead Sciences
GILD
+$708K
5
PYPL icon
PayPal
PYPL
+$682K

Sector Composition

1 Technology 35.17%
2 Communication Services 18.43%
3 Consumer Discretionary 11.9%
4 Financials 7.06%
5 Energy 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$231K 0.09%
25,105
127
$230K 0.09%
1,161
-272
128
$227K 0.09%
565
129
$227K 0.09%
4,687
+1
130
$226K 0.09%
3,939
+65
131
$218K 0.09%
2,846
-210
132
$218K 0.09%
807
+5
133
$216K 0.09%
+947
134
$216K 0.09%
1,327
+15
135
$209K 0.08%
2,554
-254
136
$206K 0.08%
10,849
137
$205K 0.08%
5,461
+261
138
$205K 0.08%
7,500
139
$181K 0.07%
21,324
-3,137
140
$180K 0.07%
10,498
141
$162K 0.06%
22,220
-4,000
142
$133K 0.05%
13,683
-2
143
$117K 0.05%
+10,504
144
$79.9K 0.03%
22,436
145
$73.2K 0.03%
26,908
+6,517
146
$58.4K 0.02%
18,720
147
$45.7K 0.02%
21,457
-762
148
$11.6K ﹤0.01%
10,000
149
$11.2K ﹤0.01%
10,000
150
$7.58K ﹤0.01%
629
3 4 5
6
7