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
$123M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$371K
3
+$348K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$260K
5
MSFT icon
Microsoft
MSFT
+$106K

Top Sells

1
+$276K
2
+$240K
3
+$214K
4
TGT icon
Target
TGT
+$203K
5
DEO icon
Diageo
DEO
+$203K

Sector Composition

1 Technology 22.46%
2 Consumer Discretionary 5.62%
3 Consumer Staples 5.46%
4 Healthcare 5.38%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.18%
3,538
-61
77
$216K 0.18%
1,837
-57
78
$215K 0.17%
2,077
+41
79
$207K 0.17%
4,223
+55
80
$204K 0.17%
2,856
+60
81
$204K 0.17%
17,900
82
$203K 0.17%
2,264
-42
83
$200K 0.16%
2,393
-18
84
$196K 0.16%
12,318
+44
85
$167K 0.14%
16,500
86
$147K 0.12%
21,023
87
$89.2K 0.07%
371,800
88
$11.2K 0.01%
2,089
89
– –
-3,160
90
– –
-1,225
91
– –
-3,272
92
– –
-8,885
93
– –
-1,119
1 2 3
4