LCM
Lazari Capital Management Portfolio holdings
AUM
$296M
1-Year Est. Return
31.77%
1 Year Est. Return
+31.77%
AUM
$266M
AUM Growth
+$21M
(+8.6%)
Holding
163
Top Buys
| 1 | +$790K | |
| 2 | +$289K | |
| 3 | +$277K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$266K |
| 5 |
Trade Desk
TTD
|
+$235K |
Top Sells
| 1 | +$1.86M | |
| 2 | +$1.83M | |
| 3 | +$1.48M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$790K |
| 5 |
Amazon
AMZN
|
+$676K |
Sector Composition
| 1 | Technology | 33.05% |
| 2 | Communication Services | 19.9% |
| 3 | Consumer Discretionary | 10.59% |
| 4 | Financials | 7.2% |
| 5 | Energy | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Plug Power
PLUG
$2.98B
| $54.8K | 0.02% |
36,798
+12,141
|
|
||
152
Microbot Medical
MBOT
$140M
| $53.6K | 0.02% |
+21,255
|
|
||
153
Humacyte
HUMA
$253M
| $27.3K | 0.01% |
+13,044
|
|
||
154
Vivani Medical
VANI
$110M
| $12.9K | ﹤0.01% |
10,000
|
|
||
155
Lineage Cell Therapeutics
LCTX
$417M
| $9.81K | ﹤0.01% |
10,817
|
|
||
156
X4 Pharmaceuticals
XFOR
$317M
| – | – |
-333
|
|
||
157
Stem
STEM
$157M
| – | – |
-629
|
|
||
158
Schwab US Dividend Equity ETF
SCHD
$70B
| – | – |
-7,542
|
|
||
159
Realty Income
O
$51.9B
| – | – |
-3,462
|
|
||
160
Fair Isaac
FICO
$42.2B
| – | – |
-109
|
|
||
161
Coinbase
COIN
$85.7B
| – | – |
-1,477
|
|
||
162
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.65B
| – | – |
-2,846
|
|