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
$112M
AUM Growth
+$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$693K
3
+$405K
4
TSLA icon
Tesla
TSLA
+$365K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$294K

Top Sells

1
+$1.02M
2
+$882K
3
+$204K
4
VFH icon
Vanguard Financials ETF
VFH
+$193K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$186K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.54%
3 Healthcare 5.2%
4 Consumer Staples 4.92%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.19%
3,170
-132
77
$216K 0.19%
2,526
-96
78
$216K 0.19%
154
-20
79
$203K 0.18%
+2,293
80
$166K 0.15%
11,624
81
$101K 0.09%
+1,089
82
$96K 0.09%
4,200
-1,500
83
$70K 0.06%
110,600
+79,000
84
$60K 0.05%
17,035
+500
85
$45K 0.04%
+10,000
86
– –
-9,000
87
– –
-2,863
1 2 3
4