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
$103M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$243K
3
+$235K
4
OTIS icon
Otis Worldwide
OTIS
+$234K
5
COP icon
ConocoPhillips
COP
+$228K

Top Sells

1
+$366K
2
+$332K
3
+$208K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$168K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$49.2K

Sector Composition

1 Technology 16.92%
2 Healthcare 6.11%
3 Consumer Staples 5.91%
4 Consumer Discretionary 5.42%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$296K 0.29%
2,985
+11
52
$292K 0.28%
4,088
-49
53
$289K 0.28%
3,472
54
$280K 0.27%
7,107
-14
55
$279K 0.27%
1,063
56
$273K 0.27%
5,274
57
$259K 0.25%
6,283
-16
58
$258K 0.25%
+1,206
59
$256K 0.25%
9,668
-820
60
$254K 0.25%
5,660
61
$252K 0.25%
3,598
62
$252K 0.25%
349
+8
63
$250K 0.24%
1,310
64
$249K 0.24%
2,359
-11
65
$246K 0.24%
2,713
+11
66
$243K 0.24%
+8,462
67
$242K 0.24%
2,411
-215
68
$240K 0.23%
1,893
69
$237K 0.23%
2,305
70
$237K 0.23%
1,967
+1
71
$235K 0.23%
3,633
+11
72
$235K 0.23%
+2,323
73
$234K 0.23%
+2,984
74
$232K 0.23%
838
+4
75
$228K 0.22%
2,505
+14
1 2
3
4