LCM

LCM Capital Management Portfolio holdings

AUM $192M
1-Year Return 22.14%
This Quarter Return
+3.94%
1 Year Return
+22.14%
3 Year Return
+92.25%
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
+$5.6M
Cap. Flow
+$1.54M
Cap. Flow %
0.96%
Top 10 Hldgs %
65.93%
Holding
97
New
5
Increased
63
Reduced
12
Closed
6

Top Buys

1
NVDA icon
NVIDIA
NVDA
$320K
2
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
$258K
3
ETR icon
Entergy
ETR
$229K
4
BIIB icon
Biogen
BIIB
$215K
5
ANET icon
Arista Networks
ANET
$202K

Top Sells

1
IBIT icon
iShares Bitcoin Trust
IBIT
$365K
2
VTI icon
Vanguard Total Stock Market ETF
VTI
$340K
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
$318K
4
EGO icon
Eldorado Gold
EGO
$218K
5
TGT icon
Target
TGT
$216K

Sector Composition

1 Technology 26.51%
2 Consumer Staples 5.14%
3 Consumer Discretionary 5.14%
4 Communication Services 4.79%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$261B
$1.14M 0.71%
7,033
+576
+9% +$93.4K
RTX icon
27
RTX Corp
RTX
$212B
$1.09M 0.68%
10,844
+141
+1% +$14.2K
TMO icon
28
Thermo Fisher Scientific
TMO
$183B
$1.06M 0.66%
1,913
+35
+2% +$19.4K
YUM icon
29
Yum! Brands
YUM
$39.7B
$1.03M 0.64%
7,744
+95
+1% +$12.6K
CRM icon
30
Salesforce
CRM
$232B
$995K 0.62%
3,872
+75
+2% +$19.3K
PG icon
31
Procter & Gamble
PG
$373B
$947K 0.59%
5,743
+42
+0.7% +$6.93K
UL icon
32
Unilever
UL
$158B
$870K 0.54%
15,827
+325
+2% +$17.9K
GOOG icon
33
Alphabet (Google) Class C
GOOG
$2.79T
$830K 0.52%
4,525
+22
+0.5% +$4.04K
PLTR icon
34
Palantir
PLTR
$367B
$814K 0.51%
32,155
+50
+0.2% +$1.27K
DIS icon
35
Walt Disney
DIS
$215B
$797K 0.5%
8,030
+843
+12% +$83.7K
JPM icon
36
JPMorgan Chase
JPM
$836B
$771K 0.48%
3,811
– –
CL icon
37
Colgate-Palmolive
CL
$67.3B
$760K 0.47%
7,837
+147
+2% +$14.3K
EMR icon
38
Emerson Electric
EMR
$74.4B
$748K 0.47%
6,787
+91
+1% +$10K
CSCO icon
39
Cisco
CSCO
$269B
$736K 0.46%
15,489
+227
+1% +$10.8K
MCD icon
40
McDonald's
MCD
$226B
$727K 0.45%
2,851
+52
+2% +$13.3K
GILD icon
41
Gilead Sciences
GILD
$140B
$631K 0.39%
9,190
+237
+3% +$16.3K
AMRN
42
Amarin Corp
AMRN
$306M
$559K 0.35%
40,658
+250
+0.6% +$3.44K
TTD icon
43
Trade Desk
TTD
$25.5B
$552K 0.34%
5,650
– –
REGN icon
44
Regeneron Pharmaceuticals
REGN
$60.1B
$545K 0.34%
519
+29
+6% +$30.5K
PFE icon
45
Pfizer
PFE
$139B
$544K 0.34%
19,459
-29
-0.1% -$811
ASML icon
46
ASML
ASML
$296B
$544K 0.34%
532
+24
+5% +$24.5K
GIS icon
47
General Mills
GIS
$26.6B
$539K 0.34%
8,521
+157
+2% +$9.93K
ADP icon
48
Automatic Data Processing
ADP
$122B
$474K 0.3%
1,984
-16
-0.8% -$3.82K
VRTX icon
49
Vertex Pharmaceuticals
VRTX
$101B
$467K 0.29%
996
+56
+6% +$26.2K
NVO icon
50
Novo Nordisk
NVO
$250B
$459K 0.29%
3,215
+69
+2% +$9.85K
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