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
$112M
AUM Growth
+$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$693K
3
+$405K
4
TSLA icon
Tesla
TSLA
+$365K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$294K

Top Sells

1
+$1.02M
2
+$882K
3
+$204K
4
VFH icon
Vanguard Financials ETF
VFH
+$193K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$186K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.54%
3 Healthcare 5.2%
4 Consumer Staples 4.92%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$388K 0.35%
10,830
-570
52
$377K 0.34%
3,005
53
$368K 0.33%
5,650
54
$353K 0.32%
1,857
55
$336K 0.3%
14,690
+190
56
$331K 0.3%
5,274
57
$318K 0.28%
5,463
-130
58
$313K 0.28%
3,714
-199
59
$304K 0.27%
2,783
-106
60
$297K 0.27%
6,400
-50
61
$294K 0.26%
+3,405
62
$284K 0.25%
+2,180
63
$283K 0.25%
1,136
-40
64
$280K 0.25%
1,355
+45
65
$278K 0.25%
6,596
-265
66
$265K 0.24%
1,039
-52
67
$257K 0.23%
2,068
-63
68
$253K 0.23%
4,604
-1,514
69
$248K 0.22%
4,195
70
$247K 0.22%
661
-40
71
$241K 0.22%
3,702
-90
72
$238K 0.21%
1,202
73
$232K 0.21%
+5,331
74
$229K 0.2%
819
-56
75
$225K 0.2%
+8,385
1 2
3
4