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
$114M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$348K
3
+$259K
4
VFH icon
Vanguard Financials ETF
VFH
+$257K
5
PCAR icon
PACCAR
PCAR
+$240K

Top Sells

1
+$289K
2
+$203K
3
+$192K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85K
5
JPM icon
JPMorgan Chase
JPM
+$3K

Sector Composition

1 Technology 20.07%
2 Consumer Staples 6.02%
3 Healthcare 5.92%
4 Consumer Discretionary 5.35%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.21%
+1,867
77
$236K 0.21%
2,428
+105
78
$229K 0.2%
+2,876
79
$222K 0.19%
2,306
+1
80
$214K 0.19%
8,885
+423
81
$212K 0.19%
2,411
82
$205K 0.18%
17,900
83
$205K 0.18%
4,168
+169
84
$203K 0.18%
+1,225
85
$203K 0.18%
+1,119
86
$202K 0.18%
2,036
+103
87
$201K 0.18%
+2,796
88
$200K 0.18%
+3,160
89
$171K 0.15%
16,500
90
$134K 0.12%
21,023
91
$88.8K 0.08%
371,800
92
$14.6K 0.01%
2,089
93
– –
-2,134
94
– –
-16,470
95
– –
-3,472
1 2 3
4