LCM

LCM Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$365K
3
+$294K
4
PWR icon
Quanta Services
PWR
+$292K
5
MRVL icon
Marvell Technology
MRVL
+$245K

Top Sells

1
+$274K
2
+$136K
3
+$93.3K
4
AMZN icon
Amazon
AMZN
+$63.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$26.8K

Sector Composition

1 Technology 27.96%
2 Consumer Staples 4.98%
3 Communication Services 4.84%
4 Consumer Discretionary 4.78%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.4T
$500K 0.26%
1,575
+2
TSM icon
52
TSMC
TSM
$1.73T
$491K 0.26%
2,169
+36
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$112B
$467K 0.24%
9,448
-541
NOW icon
54
ServiceNow
NOW
$122B
$465K 0.24%
2,260
+45
HON icon
55
Honeywell
HON
$143B
$463K 0.24%
1,987
+6
GIS icon
56
General Mills
GIS
$24B
$460K 0.24%
8,874
+27
PM icon
57
Philip Morris
PM
$278B
$459K 0.24%
2,519
-10
BMY icon
58
Bristol-Myers Squibb
BMY
$112B
$457K 0.24%
9,878
+23
CARR icon
59
Carrier Global
CARR
$49.8B
$446K 0.23%
6,099
ANET icon
60
Arista Networks
ANET
$186B
$418K 0.22%
4,090
-18
NAK
61
Northern Dynasty Minerals
NAK
$1.25B
$407K 0.21%
303,388
-5,412
NVS icon
62
Novartis
NVS
$286B
$399K 0.21%
3,301
-17
LOW icon
63
Lowe's Companies
LOW
$150B
$392K 0.2%
1,769
CEG icon
64
Constellation Energy
CEG
$104B
$392K 0.2%
1,214
+42
TTD icon
65
Trade Desk
TTD
$15.2B
$385K 0.2%
5,350
BCPC
66
Balchem Corp
BCPC
$5.44B
$384K 0.2%
2,411
T icon
67
AT&T
T
$175B
$373K 0.19%
12,899
+262
PFE icon
68
Pfizer
PFE
$148B
$367K 0.19%
15,139
-3,849
NOK icon
69
Nokia
NOK
$33.9B
$362K 0.19%
69,976
-135
SO icon
70
Southern Company
SO
$98.1B
$356K 0.19%
3,877
+54
LLY icon
71
Eli Lilly
LLY
$920B
$349K 0.18%
448
+1
ETR icon
72
Entergy
ETR
$43.2B
$348K 0.18%
4,191
+45
BA icon
73
Boeing
BA
$185B
$343K 0.18%
1,639
QQQ icon
74
Invesco QQQ Trust
QQQ
$408B
$333K 0.17%
603
+43
SCHW icon
75
Charles Schwab
SCHW
$184B
$318K 0.17%
3,490
1 2
3
4 5