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
$155M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$365K
3
+$287K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$254K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$248K

Top Sells

1
+$239K
2
+$215K
3
+$210K
4
BCPC
Balchem Corp
BCPC
+$104K
5
PLTR icon
Palantir
PLTR
+$45.4K

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 5.37%
3 Consumer Staples 5.07%
4 Healthcare 4.72%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.74%
3,797
-4
27
$1.09M 0.71%
8,710
+306
28
$1.09M 0.71%
1,878
+11
29
$1.06M 0.69%
7,649
-71
30
$1.04M 0.67%
10,703
-22
31
$925K 0.6%
5,701
+63
32
$879K 0.57%
7,187
-64
33
$789K 0.51%
2,799
-6
34
$778K 0.5%
15,502
+19
35
$763K 0.49%
3,811
+1
36
$762K 0.49%
15,262
-210
37
$760K 0.49%
6,696
-4
38
$739K 0.48%
32,105
-1,975
39
$720K 0.47%
40,408
+3,400
40
$692K 0.45%
7,690
+24
41
$686K 0.44%
4,503
42
$656K 0.42%
8,953
+19
43
$585K 0.38%
8,364
+91
44
$541K 0.35%
19,488
-144
45
$533K 0.34%
9,830
-113
46
$499K 0.32%
2,000
47
$494K 0.32%
5,650
48
$493K 0.32%
508
+7
49
$472K 0.3%
490
+4
50
$451K 0.29%
1,769
-34
1
2
3 4