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
$102M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$201K
2
+$179K
3
+$130K
4
AMD icon
Advanced Micro Devices
AMD
+$28.7K
5
ACB
Aurora Cannabis
ACB
+$18K

Top Sells

1
+$268K
2
+$264K
3
+$252K
4
PLUG icon
Plug Power
PLUG
+$250K
5
AAPL icon
Apple
AAPL
+$243K

Sector Composition

1 Technology 18.12%
2 Healthcare 6.03%
3 Consumer Staples 5.78%
4 Consumer Discretionary 5.43%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.2%
1,183
+55
77
$205K 0.2%
2,134
+57
78
$203K 0.2%
344
+18
79
$201K 0.2%
+1,893
80
$194K 0.19%
17,470
81
$91K 0.09%
347,300
+41,500
82
$86K 0.08%
13,500
83
$70K 0.07%
21,023
-5
84
$18K 0.02%
+1,389
85
$15K 0.01%
800
86
$6K 0.01%
1,325
87
$6K 0.01%
3,000
88
– –
-4,869
89
– –
-747
90
– –
-1,100
91
– –
-1,834
92
– –
-8,730
93
– –
-742
94
– –
-1,060
95
– –
-395
96
– –
-8,527
1 2 3
4