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
$129M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$235K
3
+$234K
4
AMD icon
Advanced Micro Devices
AMD
+$232K
5
DEO icon
Diageo
DEO
+$229K

Top Sells

1
+$1.59M
2
+$542K
3
+$283K
4
YUMC icon
Yum China
YUMC
+$228K
5
BIIB icon
Biogen
BIIB
+$226K

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 5.95%
3 Consumer Staples 5.17%
4 Healthcare 5.12%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.2%
1,837
+55
77
$244K 0.19%
4,685
+153
78
$235K 0.18%
+3,477
79
$235K 0.18%
2,683
+118
80
$235K 0.18%
1,046
81
$234K 0.18%
+2,226
82
$232K 0.18%
+1,610
83
$229K 0.18%
+1,042
84
$223K 0.17%
+539
85
$221K 0.17%
2,328
+71
86
$221K 0.17%
+1,058
87
$204K 0.16%
+964
88
$204K 0.16%
+8,407
89
$200K 0.15%
+2,480
90
$184K 0.14%
11,624
91
$126K 0.1%
13,500
92
$84K 0.07%
256,550
+15,500
93
$58K 0.04%
21,028
94
$19K 0.01%
+3,000
95
$14K 0.01%
+800
96
$13K 0.01%
1,325
-2,375
97
– –
-10,000
98
– –
-3,929
99
– –
-4,160
100
– –
-798
1 2 3
4