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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$16.2M
3
+$11M
4
AAPL icon
Apple
AAPL
+$6.09M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.62%
3 Consumer Staples 5.44%
4 Healthcare 5.4%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$699K 0.67%
+3,124
27
$688K 0.65%
+15,348
28
$679K 0.65%
+9,436
29
$677K 0.64%
+10,874
30
$671K 0.64%
+13,372
31
$647K 0.62%
+1,712
32
$638K 0.61%
+7,558
33
$637K 0.61%
+9,886
34
$589K 0.56%
+6,915
35
$580K 0.55%
+11,588
36
$559K 0.53%
+15,203
37
$547K 0.52%
+4,305
38
$543K 0.52%
+6,749
39
$527K 0.5%
+2,436
40
$515K 0.49%
+1,891
41
$460K 0.44%
+5,180
42
$452K 0.43%
+5,650
43
$449K 0.43%
+7,705
44
$433K 0.41%
+10,470
45
$432K 0.41%
+2,958
46
$412K 0.39%
+7,051
47
$406K 0.39%
+2,292
48
$387K 0.37%
+11,400
49
$379K 0.36%
+2,453
50
$347K 0.33%
+3,005
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