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
$114M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$348K
3
+$259K
4
VFH icon
Vanguard Financials ETF
VFH
+$257K
5
PCAR icon
PACCAR
PCAR
+$240K

Top Sells

1
+$289K
2
+$203K
3
+$192K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85K
5
JPM icon
JPMorgan Chase
JPM
+$3K

Sector Composition

1 Technology 20.07%
2 Consumer Staples 6.02%
3 Healthcare 5.92%
4 Consumer Discretionary 5.35%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.3%
4,557
+231
52
$346K 0.3%
1,629
53
$345K 0.3%
5,660
54
$335K 0.29%
3,216
+231
55
$330K 0.29%
402
+53
56
$314K 0.27%
9,621
-47
57
$308K 0.27%
2,613
+108
58
$300K 0.26%
440
+47
59
$291K 0.25%
5,274
60
$287K 0.25%
6,283
61
$284K 0.25%
4,088
62
$284K 0.25%
7,292
+185
63
$282K 0.25%
33,430
64
$269K 0.23%
1,407
+201
65
$267K 0.23%
1,310
66
$266K 0.23%
2,886
+173
67
$264K 0.23%
1,894
+1
68
$259K 0.23%
2,359
69
$257K 0.22%
1,063
70
$252K 0.22%
2,984
71
$245K 0.21%
881
+43
72
$243K 0.21%
3,599
+1
73
$240K 0.21%
+3,272
74
$239K 0.21%
+758
75
$236K 0.21%
12,274
+267
1 2
3
4