LCM

LCM Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$216K
3
+$197K
4
SHOP icon
Shopify
SHOP
+$184K
5
TLN
Talen Energy Corp
TLN
+$181K

Top Sells

1
+$667K
2
+$569K
3
+$349K
4
AAPL icon
Apple
AAPL
+$323K
5
NVO icon
Novo Nordisk
NVO
+$269K

Sector Composition

1 Technology 28.64%
2 Communication Services 5.03%
3 Consumer Discretionary 4.7%
4 Consumer Staples 4.54%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.63%
20,280
-3,260
27
$1.27M 0.61%
7,658
-10
28
$1.25M 0.6%
11,090
+20
29
$1.21M 0.58%
3,847
30
$1.2M 0.58%
7,911
-18
31
$1.09M 0.52%
7,753
32
$1.08M 0.52%
15,723
-67
33
$1.07M 0.52%
9,680
-27
34
$986K 0.47%
2,032
+1
35
$977K 0.47%
8,533
+19
36
$967K 0.46%
4,082
-101
37
$964K 0.46%
14,449
-20
38
$944K 0.45%
2,675
-79
39
$925K 0.44%
7,054
40
$907K 0.44%
2,984
-12
41
$899K 0.43%
5,854
+2
42
$837K 0.4%
3,438
-2
43
$794K 0.38%
820
-5
44
$766K 0.37%
1,722
+147
45
$700K 0.34%
42,762
-149
46
$652K 0.31%
8,153
+1
47
$609K 0.29%
142
48
$606K 0.29%
2,169
49
$569K 0.27%
1,939
50
$550K 0.26%
2,058
-8
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