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
$94.7M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$223K
3
+$51.5K
4
AMZN icon
Amazon
AMZN
+$22.4K
5
AMRN
Amarin Corp
AMRN
+$12K

Top Sells

1
+$358K
2
+$287K
3
+$254K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$218K
5
OTIS icon
Otis Worldwide
OTIS
+$217K

Sector Composition

1 Technology 17.79%
2 Consumer Discretionary 6.22%
3 Healthcare 6.08%
4 Consumer Staples 5.56%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.3%
4,137
52
$272K 0.29%
12,462
+550
53
$270K 0.29%
7,121
-156
54
$270K 0.29%
10,488
-521
55
$267K 0.28%
1,966
-19
56
$262K 0.28%
32,180
57
$251K 0.27%
2,974
-11
58
$250K 0.26%
3,472
59
$243K 0.26%
2,626
-3,868
60
$243K 0.26%
2,370
61
$241K 0.25%
5,274
62
$240K 0.25%
1,063
63
$235K 0.25%
1,310
64
$235K 0.25%
341
-3
65
$230K 0.24%
3,598
66
$229K 0.24%
3,622
-83
67
$224K 0.24%
6,299
-107
68
$223K 0.24%
+834
69
$214K 0.23%
18,000
70
$214K 0.23%
2,305
71
$212K 0.22%
2,491
-5
72
$208K 0.22%
3,865
-20
73
$207K 0.22%
1,709
74
$205K 0.22%
2,702
-10
75
$202K 0.21%
1,893
1 2
3
4