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
$120M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$434K
3
+$287K
4
SAP icon
SAP
SAP
+$250K
5
ASML icon
ASML
ASML
+$240K

Top Sells

1
+$591K
2
+$333K
3
+$331K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$294K
5
AAPL icon
Apple
AAPL
+$129K

Sector Composition

1 Technology 18.55%
2 Healthcare 5.36%
3 Consumer Discretionary 5.26%
4 Consumer Staples 4.77%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.19%
151
-3
77
$212K 0.18%
5,178
-153
78
$211K 0.18%
8,102
-283
79
$203K 0.17%
+927
80
$203K 0.17%
+2,955
81
$176K 0.15%
11,624
82
$143K 0.12%
1,579
+490
83
$134K 0.11%
+13,500
84
$72K 0.06%
16,028
-1,007
85
$69K 0.06%
3,700
-500
86
– –
-110,600
87
– –
-3,405
88
– –
-2,655
89
– –
-5,274
90
– –
-10,000
1 2 3
4