LCM
LCM Capital Management Portfolio holdings
AUM
$207M
1-Year Est. Return
23.64%
This Fund
S&P 500
1 Year Est. Return
+23.64%
AUM
$208M
AUM Growth
+$16M
(+8.3%)
Holding
114
Top Buys
| 1 | +$339K | |
| 2 | +$216K | |
| 3 | +$197K | |
| 4 |
Shopify
SHOP
|
+$184K |
| 5 |
TLN
Talen Energy Corp
TLN
|
+$181K |
Top Sells
| 1 | +$667K | |
| 2 | +$569K | |
| 3 | +$349K | |
| 4 |
Apple
AAPL
|
+$323K |
| 5 |
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
iShares Bitcoin Trust
IBIT
$58.1B
| $1.32M | 0.63% |
20,280
-3,260
|
|
||
27
Qualcomm
QCOM
$140B
| $1.27M | 0.61% |
7,658
-10
|
|
||
28
Exxon Mobil
XOM
$662B
| $1.25M | 0.6% |
11,090
+20
|
|
||
29
JPMorgan Chase
JPM
$774B
| $1.21M | 0.58% |
3,847
|
|
||
30
Yum! Brands
YUM
$45.2B
| $1.2M | 0.58% |
7,911
-18
|
|
||
31
PepsiCo
PEP
$214B
| $1.09M | 0.52% |
7,753
|
|
||
32
Cisco
CSCO
$313B
| $1.08M | 0.52% |
15,723
-67
|
|
||
33
Gilead Sciences
GILD
$179B
| $1.07M | 0.52% |
9,680
-27
|
|
||
34
Thermo Fisher Scientific
TMO
$176B
| $986K | 0.47% |
2,032
+1
|
|
||
35
Walt Disney
DIS
$178B
| $977K | 0.47% |
8,533
+19
|
|
||
36
Salesforce
CRM
$180B
| $967K | 0.46% |
4,082
-101
|
|
||
37
Unilever
UL
$143B
| $964K | 0.46% |
14,449
-20
|
|
||
38
Adobe
ADBE
$104B
| $944K | 0.45% |
2,675
-79
|
|
||
39
Emerson Electric
EMR
$74.5B
| $925K | 0.44% |
7,054
|
|
||
40
McDonald's
MCD
$232B
| $907K | 0.44% |
2,984
-12
|
|
||
41
Procter & Gamble
PG
$352B
| $899K | 0.43% |
5,854
+2
|
|
||
42
Alphabet (Google) Class C
GOOG
$3.74T
| $837K | 0.4% |
3,438
-2
|
|
||
43
ASML
ASML
$535B
| $794K | 0.38% |
820
-5
|
|
||
44
Tesla
TSLA
$1.5T
| $766K | 0.37% |
1,722
+147
|
|
||
|
AMRN
45
Amarin Corp
AMRN
$323M
| $700K | 0.34% |
42,762
-149
|
|
||
46
Colgate-Palmolive
CL
$72.1B
| $652K | 0.31% |
8,153
+1
|
|
||
47
AutoZone
AZO
$56.8B
| $609K | 0.29% |
142
|
|
||
48
TSMC
TSM
$1.79T
| $606K | 0.29% |
2,169
|
|
||
49
Automatic Data Processing
ADP
$84.4B
| $569K | 0.27% |
1,939
|
|
||
50
SAP
SAP
$222B
| $550K | 0.26% |
2,058
-8
|
|