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
-$556K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$966K
3
+$713K
4
AMRN
Amarin Corp
AMRN
+$329K
5
VFH icon
Vanguard Financials ETF
VFH
+$264K

Top Sells

1
+$398K
2
+$255K
3
+$204K
4
DUK icon
Duke Energy
DUK
+$203K
5
MMM icon
3M
MMM
+$200K

Sector Composition

1 Technology 21.78%
2 Healthcare 5.7%
3 Consumer Discretionary 5.53%
4 Consumer Staples 5.5%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$820K 0.67%
5,621
+242
27
$779K 0.64%
7,017
+226
28
$772K 0.63%
10,729
+495
29
$768K 0.63%
3,789
+210
30
$762K 0.62%
15,429
+563
31
$757K 0.62%
2,873
+121
32
$742K 0.61%
22,610
+80
33
$668K 0.54%
8,911
+412
34
$659K 0.54%
6,410
+1,509
35
$657K 0.54%
19,819
+123
36
$648K 0.53%
35,208
+17,900
37
$647K 0.53%
6,704
+240
38
$597K 0.49%
4,531
39
$589K 0.48%
10,141
+97
40
$588K 0.48%
7,254
+669
41
$553K 0.45%
3,810
+28
42
$545K 0.44%
7,668
+373
43
$535K 0.44%
33,430
-197
44
$531K 0.43%
8,297
+451
45
$485K 0.4%
2,014
-13
46
$442K 0.36%
5,650
47
$421K 0.34%
10,735
+336
48
$390K 0.32%
474
+56
49
$384K 0.31%
3,093
50
$375K 0.31%
1,803
1
2
3 4