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
$120M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$434K
3
+$287K
4
SAP icon
SAP
SAP
+$250K
5
ASML icon
ASML
ASML
+$240K

Top Sells

1
+$591K
2
+$333K
3
+$331K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$294K
5
AAPL icon
Apple
AAPL
+$129K

Sector Composition

1 Technology 18.55%
2 Healthcare 5.36%
3 Consumer Discretionary 5.26%
4 Consumer Staples 4.77%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$779K 0.65%
1,544
+19
27
$775K 0.64%
14,628
-262
28
$774K 0.64%
38,720
-16,640
29
$768K 0.64%
7,335
-5
30
$760K 0.63%
13,986
-262
31
$749K 0.62%
3,065
+63
32
$725K 0.6%
18,518
+3,742
33
$689K 0.57%
8,857
-410
34
$672K 0.56%
4,323
+18
35
$669K 0.56%
10,014
-310
36
$664K 0.55%
4,922
+66
37
$653K 0.54%
1,877
+175
38
$630K 0.52%
9,986
-25
39
$601K 0.5%
1,519
-122
40
$598K 0.5%
10,648
-625
41
$589K 0.49%
6,120
-77
42
$589K 0.49%
4,700
-60
43
$544K 0.45%
6,693
-5
44
$540K 0.45%
2,336
+14
45
$503K 0.42%
7,299
-134
46
$468K 0.39%
5,343
+3,275
47
$462K 0.38%
2,408
+20
48
$438K 0.36%
5,660
+10
49
$435K 0.36%
2,620
-149
50
$423K 0.35%
2,129
-44
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