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
$177M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$507K
3
+$421K
4
NFLX icon
Netflix
NFLX
+$343K
5
LLY icon
Eli Lilly
LLY
+$322K

Top Sells

1
+$5.21M
2
+$1.27M
3
+$208K
4
AEP icon
American Electric Power
AEP
+$204K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$179K

Sector Composition

1 Technology 26.28%
2 Consumer Discretionary 5.13%
3 Consumer Staples 5.12%
4 Communication Services 4.94%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.68%
8,294
+28
27
$1.16M 0.65%
7,529
+319
28
$1.15M 0.65%
10,697
+20
29
$1.15M 0.65%
7,548
-25
30
$1.09M 0.61%
26,031
+19,574
31
$1.04M 0.59%
7,787
32
$1.02M 0.58%
1,968
+5
33
$974K 0.55%
5,808
+69
34
$936K 0.53%
7,745
+325
35
$925K 0.52%
15,622
+30
36
$914K 0.52%
8,208
-10
37
$914K 0.52%
3,811
38
$904K 0.51%
15,946
+46
39
$871K 0.49%
9,427
+31
40
$849K 0.48%
6,854
+21
41
$840K 0.47%
2,898
+11
42
$720K 0.41%
7,922
+21
43
$629K 0.35%
5,350
-300
44
$620K 0.35%
3,254
+250
45
$581K 0.33%
1,984
46
$568K 0.32%
819
+261
47
$561K 0.32%
9,921
+35
48
$555K 0.31%
1,373
+124
49
$550K 0.31%
8,620
+24
50
$513K 0.29%
19,324
-166
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2
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