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
$155M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$365K
3
+$287K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$254K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$248K

Top Sells

1
+$239K
2
+$215K
3
+$210K
4
BCPC
Balchem Corp
BCPC
+$104K
5
PLTR icon
Palantir
PLTR
+$45.4K

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 5.37%
3 Consumer Staples 5.07%
4 Healthcare 4.72%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$448K 0.29%
142
52
$428K 0.28%
10,235
-3
53
$404K 0.26%
3,146
-130
54
$399K 0.26%
9,044
+213
55
$393K 0.25%
940
+14
56
$384K 0.25%
1,967
-1
57
$374K 0.24%
2,411
-668
58
$365K 0.24%
+9,025
59
$361K 0.23%
6,209
-7
60
$355K 0.23%
1,730
-8
61
$340K 0.22%
1,310
62
$318K 0.21%
5,274
63
$316K 0.2%
3,462
-57
64
$316K 0.2%
1,639
+10
65
$308K 0.2%
1,807
+20
66
$302K 0.2%
1,063
67
$301K 0.19%
3,116
+16
68
$298K 0.19%
2,747
-2
69
$295K 0.19%
7,024
-14
70
$293K 0.19%
2,949
-3
71
$287K 0.19%
4,004
+49
72
$281K 0.18%
368
-1
73
$277K 0.18%
2,173
+9
74
$276K 0.18%
4,120
-130
75
$251K 0.16%
3,465
1 2
3
4