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
$129M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$235K
3
+$234K
4
AMD icon
Advanced Micro Devices
AMD
+$232K
5
DEO icon
Diageo
DEO
+$229K

Top Sells

1
+$1.59M
2
+$542K
3
+$283K
4
YUMC icon
Yum China
YUMC
+$228K
5
BIIB icon
Biogen
BIIB
+$226K

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 5.95%
3 Consumer Staples 5.17%
4 Healthcare 5.12%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$871K 0.67%
4,621
+389
27
$863K 0.67%
5,573
+210
28
$850K 0.66%
7,243
+239
29
$822K 0.64%
5,022
+134
30
$817K 0.63%
9,489
+375
31
$809K 0.63%
3,184
+143
32
$758K 0.59%
14,092
+442
33
$749K 0.58%
8,583
-54
34
$694K 0.54%
2,063
+200
35
$680K 0.53%
4,700
36
$659K 0.51%
2,458
+125
37
$659K 0.51%
13,320
-721
38
$623K 0.48%
9,996
+145
39
$621K 0.48%
34,080
-2,116
40
$605K 0.47%
3,823
-500
41
$604K 0.47%
9,879
+305
42
$580K 0.45%
6,794
+259
43
$572K 0.44%
6,151
+182
44
$554K 0.43%
7,634
+317
45
$537K 0.42%
10,418
+108
46
$519K 0.4%
5,660
47
$508K 0.39%
2,062
-15
48
$505K 0.39%
2,993
-12
49
$490K 0.38%
7,370
+650
50
$476K 0.37%
7,068
+344
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