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
151
$33.1K 0.01%
18,720
-2,500
152
$14.7K 0.01%
1,087
153
$11.7K 0.01%
+10,000
154
$10.6K ﹤0.01%
+10,000
155
$8.7K ﹤0.01%
433
+33
156
$4.38K ﹤0.01%
629
-25
157
$4.29K ﹤0.01%
377
158
$1.37K ﹤0.01%
10,000
159
– –
-70,000
160
– –
-5,075
161
– –
-698
162
– –
-4,381
3 4 5 6
7