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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$16.2M
3
+$11M
4
AAPL icon
Apple
AAPL
+$6.09M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.62%
3 Consumer Staples 5.44%
4 Healthcare 5.4%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$327K 0.31%
+5,593
52
$317K 0.3%
+5,274
53
$316K 0.3%
+14,500
54
$313K 0.3%
+2,889
55
$311K 0.3%
+3,913
56
$298K 0.28%
+1,857
57
$288K 0.27%
+6,450
58
$271K 0.26%
+1,176
59
$258K 0.25%
+6,861
60
$256K 0.24%
+65,604
61
$255K 0.24%
+1,310
62
$252K 0.24%
+701
63
$245K 0.23%
+6,118
64
$245K 0.23%
+2,622
65
$241K 0.23%
+1,017
66
$240K 0.23%
+4,195
67
$233K 0.22%
+1,091
68
$220K 0.21%
+3,302
69
$217K 0.21%
+9,200
70
$213K 0.2%
+1,202
71
$209K 0.2%
+875
72
$208K 0.2%
+2,131
73
$202K 0.19%
+3,792
74
$202K 0.19%
+174
75
$170K 0.16%
+11,624
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