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
$118M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$591K
2
+$450K
3
+$399K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$334K
5
PGX icon
Invesco Preferred ETF
PGX
+$283K

Top Sells

1
+$582K
2
+$422K
3
+$352K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$317K
5
GLW icon
Corning
GLW
+$212K

Sector Composition

1 Technology 18.8%
2 Consumer Discretionary 6.18%
3 Healthcare 5.27%
4 Consumer Staples 4.75%
5 Communication Services 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$402K 0.34%
6,724
-42
52
$399K 0.34%
+4,633
53
$398K 0.34%
5,660
54
$396K 0.33%
2,402
-6
55
$381K 0.32%
2,597
-23
56
$371K 0.31%
1,689
+50
57
$366K 0.31%
1,803
-54
58
$364K 0.31%
6,743
+1
59
$342K 0.29%
2,573
60
$334K 0.28%
+5,274
61
$330K 0.28%
6,373
-123
62
$326K 0.28%
6,720
-20
63
$312K 0.26%
2,829
+6
64
$297K 0.25%
3,694
-38
65
$293K 0.25%
14,339
-146
66
$291K 0.25%
1,310
67
$283K 0.24%
+18,800
68
$270K 0.23%
684
-4
69
$259K 0.22%
348
+1
70
$258K 0.22%
1,127
-79
71
$255K 0.22%
150
-1
72
$253K 0.21%
3,472
-138
73
$251K 0.21%
3,052
-61
74
$249K 0.21%
9,730
-500
75
$241K 0.2%
1,782
+2
1 2
3
4