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
$103M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$243K
3
+$235K
4
OTIS icon
Otis Worldwide
OTIS
+$234K
5
COP icon
ConocoPhillips
COP
+$228K

Top Sells

1
+$366K
2
+$332K
3
+$208K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$168K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$49.2K

Sector Composition

1 Technology 16.92%
2 Healthcare 6.11%
3 Consumer Staples 5.91%
4 Consumer Discretionary 5.42%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$712K 0.69%
14,148
27
$705K 0.69%
9,796
+16
28
$697K 0.68%
6,343
+127
29
$692K 0.67%
14,535
+10
30
$681K 0.66%
7,935
+5
31
$678K 0.66%
8,291
-81
32
$658K 0.64%
45,000
+890
33
$657K 0.64%
2,494
+24
34
$609K 0.59%
7,262
+136
35
$591K 0.58%
6,150
+26
36
$541K 0.53%
6,864
+47
37
$516K 0.5%
5,945
+341
38
$513K 0.5%
3,823
39
$489K 0.48%
2,048
40
$449K 0.44%
3,387
+91
41
$448K 0.44%
8,020
+170
42
$409K 0.4%
10,484
-58
43
$403K 0.39%
4,540
-80
44
$378K 0.37%
3,093
+100
45
$360K 0.35%
146
-3
46
$359K 0.35%
1,803
47
$340K 0.33%
14,058
+1,596
48
$319K 0.31%
22,530
49
$310K 0.3%
1,629
-80
50
$308K 0.3%
4,326
-155
1
2
3 4