LCM

LCM Capital Management Portfolio holdings

AUM $207M
1-Year Est. Return 23.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$365K
3
+$294K
4
PWR icon
Quanta Services
PWR
+$292K
5
MRVL icon
Marvell Technology
MRVL
+$245K

Top Sells

1
+$274K
2
+$136K
3
+$93.3K
4
AMZN icon
Amazon
AMZN
+$63.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$26.8K

Sector Composition

1 Technology 27.96%
2 Consumer Staples 4.98%
3 Communication Services 4.84%
4 Consumer Discretionary 4.78%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.63%
7,668
+8
27
$1.22M 0.63%
8,502
+33
28
$1.19M 0.62%
11,070
+152
29
$1.17M 0.61%
7,929
+17
30
$1.14M 0.59%
4,183
+19
31
$1.12M 0.58%
3,847
+36
32
$1.1M 0.57%
15,790
+11
33
$1.08M 0.56%
9,707
+56
34
$1.07M 0.55%
2,754
35
$1.06M 0.55%
8,514
-9
36
$1.02M 0.53%
7,753
+33
37
$996K 0.52%
14,469
+17
38
$940K 0.49%
7,054
+64
39
$932K 0.48%
5,852
-5
40
$875K 0.45%
2,996
+20
41
$824K 0.43%
2,031
+5
42
$741K 0.39%
8,152
+35
43
$696K 0.36%
42,911
-2
44
$661K 0.34%
825
-14
45
$628K 0.33%
2,066
-8
46
$610K 0.32%
3,440
+93
47
$598K 0.31%
1,939
-28
48
$560K 0.29%
4,180
-90
49
$527K 0.27%
142
50
$511K 0.27%
1,148
+4
1
2
3 4 5