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
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$16.6M
2 +$16.2M
3 +$11M
4
AAPL icon
Apple
AAPL
+$6.09M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.62%
3 Consumer Staples 5.44%
4 Healthcare 5.4%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$154K 0.15%
+2,863
77
$109K 0.1%
+5,700
78
$38K 0.04%
+16,535
79
$11K 0.01%
+31,600