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
$170M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$588K
3
+$494K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$367K

Top Sells

1
+$1.09M
2
+$399K
3
+$286K
4
SWKS icon
Skyworks Solutions
SWKS
+$249K
5
PWR icon
Quanta Services
PWR
+$237K

Sector Composition

1 Technology 24.83%
2 Consumer Staples 5.51%
3 Consumer Discretionary 5.18%
4 Healthcare 4.64%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$481K 0.28%
18,988
-336
52
$452K 0.27%
9,989
+638
53
$420K 0.25%
1,981
+111
54
$413K 0.24%
1,769
55
$408K 0.24%
1,573
+200
56
$401K 0.24%
2,529
+39
57
$400K 0.24%
2,411
58
$398K 0.23%
427
+42
59
$387K 0.23%
6,099
-49
60
$385K 0.23%
42,913
+1,000
61
$370K 0.22%
3,318
+58
62
$369K 0.22%
70,111
+814
63
$369K 0.22%
447
+30
64
$365K 0.21%
575
+30
65
$357K 0.21%
12,637
+7
66
$355K 0.21%
308,800
-15,000
67
$354K 0.21%
4,146
-2
68
$354K 0.21%
2,133
69
$353K 0.21%
443
+29
70
$352K 0.21%
3,823
-41
71
$329K 0.19%
1,055
-4
72
$319K 0.19%
7,026
+106
73
$318K 0.19%
4,108
+450
74
$307K 0.18%
2,516
75
$303K 0.18%
3,093
+77
1 2
3
4 5