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
$138M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$422K
3
+$252K
4
SCHW icon
Charles Schwab
SCHW
+$238K
5
DUK icon
Duke Energy
DUK
+$215K

Top Sells

1
+$81.6K
2
+$34.2K
3
+$27.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4K
5
MCD icon
McDonald's
MCD
+$20.2K

Sector Composition

1 Technology 22.87%
2 Consumer Discretionary 5.5%
3 Healthcare 5.12%
4 Consumer Staples 5.05%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$991K 0.72%
1,867
+1
27
$979K 0.71%
6,640
+230
28
$902K 0.65%
10,725
-4
29
$886K 0.64%
8,404
-36
30
$832K 0.6%
2,805
-68
31
$826K 0.6%
5,638
+17
32
$782K 0.57%
15,472
-52
33
$751K 0.54%
15,483
+54
34
$724K 0.52%
8,934
+23
35
$655K 0.47%
7,251
-3
36
$652K 0.47%
6,700
-4
37
$648K 0.47%
3,810
38
$644K 0.47%
37,008
+1,800
39
$635K 0.46%
4,503
-28
40
$611K 0.44%
7,666
-2
41
$585K 0.42%
34,080
+650
42
$565K 0.41%
19,632
-187
43
$539K 0.39%
8,273
-24
44
$510K 0.37%
9,943
-198
45
$466K 0.34%
2,000
-14
46
$458K 0.33%
3,079
-14
47
$444K 0.32%
8,831
-381
48
$427K 0.31%
486
+12
49
$426K 0.31%
1,204
-2
50
$425K 0.31%
1,629
1
2
3 4