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
$138M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$422K
3
+$252K
4
SCHW icon
Charles Schwab
SCHW
+$238K
5
DUK icon
Duke Energy
DUK
+$215K

Top Sells

1
+$81.6K
2
+$34.2K
3
+$27.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4K
5
MCD icon
McDonald's
MCD
+$20.2K

Sector Composition

1 Technology 22.87%
2 Consumer Discretionary 5.5%
3 Healthcare 5.12%
4 Consumer Staples 5.05%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.17%
+3,465
77
$238K 0.17%
2,529
+18
78
$232K 0.17%
67,975
+193
79
$232K 0.17%
1,787
-51
80
$229K 0.17%
4,409
+19
81
$229K 0.17%
2,978
-76
82
$215K 0.16%
+2,216
83
$215K 0.16%
3,466
-73
84
$214K 0.15%
16,500
85
$210K 0.15%
+2,302
86
$194K 0.14%
11,532
-912
87
$121K 0.09%
19,023
88
$105K 0.08%
323,800
-44,500
89
$66.6K 0.05%
10,569
+251
90
$14.2K 0.01%
2,989
+500
1 2 3
4