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
151
$7.34K ﹤0.01%
333
-100
152
$5.51K ﹤0.01%
+10,964
153
$1.2K ﹤0.01%
10,000
154
– –
-10,721
155
– –
-1,112
156
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-13,000
157
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-1,797
158
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-377
159
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-10,555
160
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-1,087
161
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-348
162
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-2,770
163
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-5,682
164
– –
-1,928
165
– –
-3,359
3 4 5 6
7