LCM

LCM Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$216K
3
+$197K
4
SHOP icon
Shopify
SHOP
+$184K
5
TLN
Talen Energy Corp
TLN
+$181K

Top Sells

1
+$667K
2
+$569K
3
+$349K
4
AAPL icon
Apple
AAPL
+$323K
5
NVO icon
Novo Nordisk
NVO
+$269K

Sector Composition

1 Technology 28.64%
2 Communication Services 5.03%
3 Consumer Discretionary 4.7%
4 Consumer Staples 4.54%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.26%
3,675
-415
52
$517K 0.25%
9,550
+102
53
$448K 0.22%
1,145
-3
54
$445K 0.21%
1,769
55
$443K 0.21%
8,791
-83
56
$443K 0.21%
9,818
-60
57
$418K 0.2%
5,091
58
$418K 0.2%
2,105
-3
59
$417K 0.2%
2,265
+5
60
$414K 0.2%
3,227
-74
61
$406K 0.2%
2,506
-13
62
$403K 0.19%
+2,060
63
$399K 0.19%
1,214
64
$391K 0.19%
4,191
65
$383K 0.18%
15,016
-123
66
$367K 0.18%
3,877
67
$364K 0.17%
6,094
-5
68
$362K 0.17%
603
69
$362K 0.17%
2,411
70
$354K 0.17%
1,639
71
$345K 0.17%
1,000
72
$339K 0.16%
2,830
-1,350
73
$333K 0.16%
3,490
74
$332K 0.16%
276,388
-27,000
75
$330K 0.16%
68,553
-1,423
1 2
3
4 5