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
$118M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$450K
3
+$399K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$334K
5
PGX icon
Invesco Preferred ETF
PGX
+$283K

Top Sells

1
+$582K
2
+$422K
3
+$352K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$317K
5
GLW icon
Corning
GLW
+$212K

Sector Composition

1 Technology 18.8%
2 Consumer Discretionary 6.18%
3 Healthcare 5.27%
4 Consumer Staples 4.75%
5 Communication Services 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$785K 0.66%
18,262
-256
27
$783K 0.66%
9,114
-116
28
$773K 0.65%
14,199
-429
29
$771K 0.65%
5,979
-105
30
$753K 0.64%
8,637
-220
31
$740K 0.63%
13,650
-216
32
$711K 0.6%
7,004
-331
33
$708K 0.6%
4,323
34
$702K 0.59%
14,041
+55
35
$683K 0.58%
4,888
-34
36
$678K 0.57%
1,508
-11
37
$632K 0.53%
1,863
-14
38
$626K 0.53%
4,700
39
$591K 0.5%
+2,286
40
$583K 0.49%
9,851
-163
41
$563K 0.48%
2,333
-3
42
$563K 0.48%
9,574
-412
43
$562K 0.48%
5,969
-151
44
$549K 0.46%
10,310
-338
45
$532K 0.45%
5,217
-126
46
$511K 0.43%
7,317
+18
47
$494K 0.42%
6,535
-158
48
$450K 0.38%
+2,680
49
$436K 0.37%
3,005
50
$415K 0.35%
2,077
-52
1
2
3 4