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
$177M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$507K
3
+$421K
4
NFLX icon
Netflix
NFLX
+$343K
5
LLY icon
Eli Lilly
LLY
+$322K

Top Sells

1
+$5.21M
2
+$1.27M
3
+$208K
4
AEP icon
American Electric Power
AEP
+$204K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$179K

Sector Composition

1 Technology 26.28%
2 Consumer Discretionary 5.13%
3 Consumer Staples 5.12%
4 Communication Services 4.94%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.28%
2,035
+1
52
$455K 0.26%
142
53
$439K 0.25%
414
+5
54
$437K 0.25%
1,769
55
$432K 0.24%
1,073
+19
56
$423K 0.24%
1,870
+12
57
$421K 0.24%
+2,133
58
$420K 0.24%
6,148
59
$412K 0.23%
9,351
-63
60
$407K 0.23%
41,913
+1,255
61
$404K 0.23%
3,658
+1,046
62
$399K 0.23%
12,674
+200
63
$393K 0.22%
2,411
64
$388K 0.22%
545
+2
65
$350K 0.2%
4,100
66
$343K 0.19%
+385
67
$332K 0.19%
3,860
+594
68
$322K 0.18%
+417
69
$318K 0.18%
3,864
70
$317K 0.18%
3,260
+5
71
$314K 0.18%
4,148
72
$307K 0.17%
69,297
+66
73
$300K 0.17%
2,490
-6
74
$290K 0.16%
568
+19
75
$290K 0.16%
1,639
1 2
3
4 5