LCM

Lazari Capital Management Portfolio holdings

AUM $298M
1-Year Est. Return 27.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.42%
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
+$6.54M
2
+$3.95M
3
+$1.93M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
BA icon
Boeing
BA
+$862K

Top Sells

1
+$1.1M
2
+$1.1M
3
+$986K
4
GILD icon
Gilead Sciences
GILD
+$690K
5
PYPL icon
PayPal
PYPL
+$672K

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
– –
-5,682
155
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-13,000
156
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-1,797
157
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-377
158
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-10,555
159
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-1,087
160
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-348
161
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162
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-1,928
163
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-3,359
164
– –
-1,112
165
– –
-10,721
3 4 5 6
7