LCM

LCM Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$232K
3
+$213K
4
NEE icon
NextEra Energy
NEE
+$204K
5
SHOP icon
Shopify
SHOP
+$201K

Top Sells

1
+$750K
2
+$609K
3
+$364K
4
LLY icon
Eli Lilly
LLY
+$349K
5
NVO icon
Novo Nordisk
NVO
+$269K

Sector Composition

1 Technology 28.64%
2 Communication Services 5.03%
3 Consumer Discretionary 4.7%
4 Consumer Staples 4.54%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$700B
$28M 13.41%
41,976
-186
MDY icon
2
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$26.1M 12.53%
43,817
-74
IWM icon
3
iShares Russell 2000 ETF
IWM
$73.5B
$16.9M 8.09%
69,686
+196
NVDA icon
4
NVIDIA
NVDA
$4.25T
$13M 6.23%
69,554
-3,264
MSFT icon
5
Microsoft
MSFT
$3.56T
$11.4M 5.47%
22,012
+11
AAPL icon
6
Apple
AAPL
$4.11T
$11.2M 5.38%
44,051
-1,428
VFH icon
7
Vanguard Financials ETF
VFH
$13.4B
$8.06M 3.86%
61,382
+223
EFA icon
8
iShares MSCI EAFE ETF
EFA
$70B
$7.26M 3.48%
77,715
-244
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$3.73T
$5.25M 2.52%
21,582
-38
PLTR icon
10
Palantir
PLTR
$438B
$4.16M 1.99%
22,791
-4,114
AVGO icon
11
Broadcom
AVGO
$1.7T
$4.1M 1.97%
12,430
+18
AMZN icon
12
Amazon
AMZN
$2.42T
$3.86M 1.85%
17,560
+35
ETHA
13
iShares Ethereum Trust ETF
ETHA
$1.78B
$3.66M 1.75%
116,062
-1,368
XLU icon
14
State Street Utilities Select Sector SPDR ETF
XLU
$10.5B
$3.28M 1.57%
37,628
+36
WMT icon
15
Walmart Inc. Common Stock
WMT
$930B
$3.19M 1.53%
30,948
-14
ORCL icon
16
Oracle
ORCL
$542B
$2.48M 1.19%
8,834
-3
META icon
17
Meta Platforms (Facebook)
META
$1.62T
$2.22M 1.06%
3,018
+4
JNJ icon
18
Johnson & Johnson
JNJ
$510B
$2.04M 0.98%
11,009
+12
LMT icon
19
Lockheed Martin
LMT
$111B
$1.92M 0.92%
3,850
-6
RTX icon
20
RTX Corp
RTX
$240B
$1.85M 0.89%
11,030
-25
COST icon
21
Costco
COST
$393B
$1.83M 0.88%
1,974
+2
HD icon
22
Home Depot
HD
$358B
$1.74M 0.83%
4,289
-87
AMD icon
23
Advanced Micro Devices
AMD
$343B
$1.69M 0.81%
10,438
-41
MSTR icon
24
Strategy Inc
MSTR
$50.7B
$1.64M 0.79%
5,091
+450
CVX icon
25
Chevron
CVX
$300B
$1.36M 0.65%
8,770
+268
1
2 3 4 5