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
$120M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$434K
3
+$287K
4
SAP icon
SAP
SAP
+$250K
5
ASML icon
ASML
ASML
+$240K

Top Sells

1
+$591K
2
+$333K
3
+$331K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$294K
5
AAPL icon
Apple
AAPL
+$129K

Sector Composition

1 Technology 18.55%
2 Healthcare 5.36%
3 Consumer Discretionary 5.26%
4 Consumer Staples 4.77%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$412K 0.34%
6,766
+8
52
$394K 0.33%
3,005
53
$393K 0.33%
1,639
+600
54
$378K 0.31%
6,742
+1,279
55
$360K 0.3%
1,857
56
$350K 0.29%
10,230
-600
57
$346K 0.29%
2,573
+393
58
$321K 0.27%
6,740
+340
59
$317K 0.26%
688
+27
60
$316K 0.26%
6,496
-100
61
$316K 0.26%
2,823
+40
62
$315K 0.26%
14,485
-205
63
$300K 0.25%
3,732
+18
64
$292K 0.24%
1,206
+4
65
$292K 0.24%
1,310
-45
66
$279K 0.23%
807
-12
67
$271K 0.23%
4,091
-104
68
$266K 0.22%
1,091
-45
69
$263K 0.22%
3,610
-92
70
$255K 0.21%
3,113
-57
71
$250K 0.21%
+1,780
72
$242K 0.2%
4,602
-2
73
$240K 0.2%
+347
74
$234K 0.19%
2,560
+34
75
$229K 0.19%
2,313
+20
1 2
3
4