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
$138M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$422K
3
+$252K
4
SCHW icon
Charles Schwab
SCHW
+$238K
5
DUK icon
Duke Energy
DUK
+$215K

Top Sells

1
+$81.6K
2
+$34.2K
3
+$27.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4K
5
MCD icon
McDonald's
MCD
+$20.2K

Sector Composition

1 Technology 22.87%
2 Consumer Discretionary 5.5%
3 Healthcare 5.12%
4 Consumer Staples 5.05%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$421K 0.3%
10,238
-497
52
$407K 0.29%
5,650
53
$401K 0.29%
1,803
54
$379K 0.27%
501
+6
55
$377K 0.27%
926
+16
56
$367K 0.27%
142
-2
57
$365K 0.26%
1,738
+28
58
$357K 0.26%
6,216
-29
59
$343K 0.25%
1,381
+7
60
$339K 0.25%
3,276
-6
61
$338K 0.24%
3,519
+7
62
$313K 0.23%
3,100
+18
63
$311K 0.22%
1,310
-144
64
$309K 0.22%
2,749
-1
65
$306K 0.22%
1,063
66
$306K 0.22%
5,274
67
$304K 0.22%
1,968
+11
68
$277K 0.2%
3,955
-73
69
$265K 0.19%
7,038
-389
70
$264K 0.19%
2,952
-14
71
$261K 0.19%
4,250
-78
72
$261K 0.19%
369
+2
73
$251K 0.18%
2,164
+9
74
$239K 0.17%
682
+9
75
$239K 0.17%
924
-4
1 2
3
4