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
$103M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$243K
3
+$235K
4
OTIS icon
Otis Worldwide
OTIS
+$234K
5
COP icon
ConocoPhillips
COP
+$228K

Top Sells

1
+$366K
2
+$332K
3
+$208K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$168K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$49.2K

Sector Composition

1 Technology 16.92%
2 Healthcare 6.11%
3 Consumer Staples 5.91%
4 Consumer Discretionary 5.42%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.22%
+1,933
77
$221K 0.22%
12,007
-8
78
$215K 0.21%
+393
79
$215K 0.21%
33,430
+1,250
80
$214K 0.21%
+3,999
81
$203K 0.2%
+2,134
82
$200K 0.19%
17,900
-100
83
$192K 0.19%
16,470
84
$138K 0.13%
16,500
+1,000
85
$95.9K 0.09%
21,023
86
$82.1K 0.08%
371,800
+24,500
87
$19.3K 0.02%
2,089
+700
88
– –
-1,325
89
– –
-1,251
90
– –
-800
91
– –
-3,865
1 2 3
4