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
$114M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$348K
3
+$259K
4
VFH icon
Vanguard Financials ETF
VFH
+$257K
5
PCAR icon
PACCAR
PCAR
+$240K

Top Sells

1
+$289K
2
+$203K
3
+$192K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85K
5
JPM icon
JPMorgan Chase
JPM
+$3K

Sector Composition

1 Technology 20.07%
2 Consumer Staples 6.02%
3 Healthcare 5.92%
4 Consumer Discretionary 5.35%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 0.69%
19,395
+621
27
$788K 0.69%
5,302
+216
28
$786K 0.69%
15,044
+509
29
$782K 0.68%
8,416
+125
30
$765K 0.67%
14,730
+582
31
$747K 0.65%
2,672
+178
32
$706K 0.62%
3,535
+148
33
$696K 0.61%
8,386
+451
34
$696K 0.61%
10,035
+239
35
$659K 0.58%
7,715
+453
36
$659K 0.58%
22,530
37
$645K 0.56%
6,444
+499
38
$570K 0.5%
8,890
+870
39
$558K 0.49%
6,402
+252
40
$543K 0.47%
7,225
+361
41
$497K 0.43%
16,558
+2,500
42
$495K 0.43%
3,800
-23
43
$468K 0.41%
4,503
-37
44
$456K 0.4%
2,048
45
$456K 0.4%
2,150
+183
46
$443K 0.39%
4,524
+891
47
$422K 0.37%
10,445
-39
48
$391K 0.34%
3,093
49
$361K 0.31%
1,803
50
$359K 0.31%
146
1
2
3 4