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
-$556K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$966K
3
+$713K
4
AMRN
Amarin Corp
AMRN
+$329K
5
VFH icon
Vanguard Financials ETF
VFH
+$264K

Top Sells

1
+$398K
2
+$255K
3
+$204K
4
DUK icon
Duke Energy
DUK
+$203K
5
MMM icon
3M
MMM
+$200K

Sector Composition

1 Technology 21.78%
2 Healthcare 5.7%
3 Consumer Discretionary 5.53%
4 Consumer Staples 5.5%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$366K 0.3%
144
-2
52
$362K 0.3%
1,206
+17
53
$345K 0.28%
6,245
-18
54
$344K 0.28%
1,374
+46
55
$328K 0.27%
9,212
+122
56
$321K 0.26%
3,512
+198
57
$316K 0.26%
910
+113
58
$316K 0.26%
1,710
+247
59
$314K 0.26%
3,082
+128
60
$312K 0.25%
1,629
61
$309K 0.25%
1,454
-229
62
$298K 0.24%
3,282
+198
63
$291K 0.24%
495
+36
64
$286K 0.23%
1,063
65
$282K 0.23%
5,274
66
$271K 0.22%
2,750
+111
67
$261K 0.21%
4,028
+1
68
$260K 0.21%
1,838
+1
69
$258K 0.21%
2,155
+78
70
$256K 0.21%
4,390
+167
71
$254K 0.21%
67,782
-106,502
72
$253K 0.21%
1,957
+60
73
$253K 0.21%
4,328
-129
74
$241K 0.2%
7,427
+201
75
$239K 0.19%
928
+40
1 2
3
4