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
$123M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$371K
3
+$348K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$260K
5
MSFT icon
Microsoft
MSFT
+$106K

Top Sells

1
+$276K
2
+$240K
3
+$214K
4
TGT icon
Target
TGT
+$203K
5
DEO icon
Diageo
DEO
+$203K

Sector Composition

1 Technology 22.46%
2 Consumer Discretionary 5.62%
3 Consumer Staples 5.46%
4 Healthcare 5.38%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.3%
1,683
+373
52
$364K 0.3%
146
53
$348K 0.28%
+1,328
54
$344K 0.28%
1,629
55
$341K 0.28%
1,189
-961
56
$333K 0.27%
459
+19
57
$328K 0.27%
3,314
+98
58
$311K 0.25%
6,263
-20
59
$304K 0.25%
9,090
-531
60
$304K 0.25%
1,463
+56
61
$300K 0.24%
418
+16
62
$298K 0.24%
2,954
+68
63
$297K 0.24%
4,457
-100
64
$296K 0.24%
5,274
65
$292K 0.24%
2,639
+26
66
$283K 0.23%
4,027
-61
67
$280K 0.23%
797
+39
68
$269K 0.22%
7,226
-66
69
$265K 0.22%
2,975
-9
70
$260K 0.21%
1,897
+30
71
$255K 0.21%
2,359
72
$253K 0.21%
888
+7
73
$250K 0.2%
3,084
+208
74
$241K 0.2%
2,469
+41
75
$236K 0.19%
1,063
1 2
3
4