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
$94.7M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$223K
3
+$51.5K
4
AMZN icon
Amazon
AMZN
+$22.4K
5
AMRN
Amarin Corp
AMRN
+$12K

Top Sells

1
+$358K
2
+$287K
3
+$254K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$218K
5
OTIS icon
Otis Worldwide
OTIS
+$217K

Sector Composition

1 Technology 17.79%
2 Consumer Discretionary 6.22%
3 Healthcare 6.08%
4 Consumer Staples 5.56%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$184K 0.19%
12,015
-12
77
$184K 0.19%
16,470
-1,000
78
$93K 0.1%
15,500
+2,000
79
$85K 0.09%
347,300
80
$52K 0.05%
21,023
81
$19K 0.02%
800
82
$17K 0.02%
1,389
83
$4K ﹤0.01%
1,325
84
– –
-2,633
85
– –
-2,573
86
– –
-3,069
87
– –
-1,183
88
– –
-3,000
89
– –
-2,134
1 2 3
4