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
$123M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$371K
3
+$348K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$260K
5
MSFT icon
Microsoft
MSFT
+$106K

Top Sells

1
+$276K
2
+$240K
3
+$214K
4
TGT icon
Target
TGT
+$203K
5
DEO icon
Diageo
DEO
+$203K

Sector Composition

1 Technology 22.46%
2 Consumer Discretionary 5.62%
3 Consumer Staples 5.46%
4 Healthcare 5.38%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$816K 0.66%
5,379
+77
27
$808K 0.66%
6,791
+81
28
$796K 0.65%
9,170
+280
29
$787K 0.64%
15,213
+169
30
$775K 0.63%
14,866
+136
31
$771K 0.63%
22,530
32
$756K 0.61%
3,579
+44
33
$725K 0.59%
174,284
-2,162
34
$722K 0.59%
19,696
+301
35
$655K 0.53%
8,499
+113
36
$642K 0.52%
10,044
+9
37
$602K 0.49%
7,846
+131
38
$588K 0.48%
6,585
+141
39
$584K 0.47%
6,464
+62
40
$562K 0.46%
7,295
+70
41
$558K 0.45%
4,901
+377
42
$550K 0.45%
3,782
-18
43
$548K 0.45%
4,531
+28
44
$516K 0.42%
33,627
+197
45
$446K 0.36%
2,027
-21
46
$436K 0.35%
5,650
-10
47
$423K 0.34%
10,399
-46
48
$417K 0.34%
3,093
49
$412K 0.33%
17,308
+750
50
$407K 0.33%
1,803
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