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
$170M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$588K
3
+$494K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$367K

Top Sells

1
+$1.09M
2
+$399K
3
+$286K
4
SWKS icon
Skyworks Solutions
SWKS
+$249K
5
PWR icon
Quanta Services
PWR
+$237K

Sector Composition

1 Technology 24.83%
2 Consumer Staples 5.51%
3 Consumer Discretionary 5.18%
4 Healthcare 4.64%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.72%
8,812
27
$1.18M 0.69%
7,660
+131
28
$1.16M 0.68%
7,720
+172
29
$1.12M 0.66%
4,164
+102
30
$1.08M 0.64%
9,651
+224
31
$1.06M 0.62%
2,754
+47
32
$1.04M 0.61%
+22,210
33
$1.01M 0.59%
2,026
+58
34
$998K 0.59%
5,857
+49
35
$974K 0.57%
15,779
+157
36
$968K 0.57%
16,258
+312
37
$935K 0.55%
3,811
38
$930K 0.55%
2,976
+78
39
$864K 0.51%
8,407
+662
40
$841K 0.49%
8,523
+315
41
$766K 0.45%
6,990
+136
42
$761K 0.45%
8,117
+195
43
$601K 0.35%
9,855
-66
44
$601K 0.35%
1,967
-17
45
$557K 0.33%
2,074
+39
46
$556K 0.33%
839
+20
47
$555K 0.33%
1,144
+71
48
$541K 0.32%
142
49
$529K 0.31%
8,847
+227
50
$523K 0.31%
3,347
+93
1
2
3 4 5