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
$94.7M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$223K
3
+$51.5K
4
AMZN icon
Amazon
AMZN
+$22.4K
5
AMRN
Amarin Corp
AMRN
+$12K

Top Sells

1
+$358K
2
+$287K
3
+$254K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$218K
5
OTIS icon
Otis Worldwide
OTIS
+$217K

Sector Composition

1 Technology 17.79%
2 Consumer Discretionary 6.22%
3 Healthcare 6.08%
4 Consumer Staples 5.56%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$656K 0.69%
2,383
-6
27
$638K 0.67%
5,052
-464
28
$620K 0.65%
14,148
-48
29
$581K 0.61%
14,525
-69
30
$570K 0.6%
2,470
-134
31
$546K 0.58%
7,126
-527
32
$535K 0.57%
44,110
-1,730
33
$529K 0.56%
5,604
-21
34
$511K 0.54%
8,372
-8
35
$489K 0.52%
7,930
-32
36
$479K 0.51%
6,817
-266
37
$478K 0.5%
22,530
38
$474K 0.5%
3,296
-9
39
$463K 0.49%
2,048
40
$448K 0.47%
6,124
-112
41
$444K 0.47%
4,620
-40
42
$400K 0.42%
3,823
43
$386K 0.41%
4,481
-30
44
$385K 0.41%
10,542
-1,047
45
$364K 0.38%
2,993
46
$349K 0.37%
7,850
-40
47
$339K 0.36%
1,803
48
$338K 0.36%
5,660
49
$332K 0.35%
+1,251
50
$319K 0.34%
149
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