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
$155M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$365K
3
+$287K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$254K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$248K

Top Sells

1
+$239K
2
+$215K
3
+$210K
4
BCPC
Balchem Corp
BCPC
+$104K
5
PLTR icon
Palantir
PLTR
+$45.4K

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 5.37%
3 Consumer Staples 5.07%
4 Healthcare 4.72%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$248K 0.16%
+559
77
$242K 0.16%
4,412
+3
78
$241K 0.16%
67,979
+4
79
$236K 0.15%
682
80
$233K 0.15%
2,538
+9
81
$231K 0.15%
+2,418
82
$230K 0.15%
1,308
-73
83
$230K 0.15%
2,995
+17
84
$219K 0.14%
+5,732
85
$218K 0.14%
15,500
-1,000
86
$218K 0.14%
2,252
+36
87
$216K 0.14%
+1,221
88
$195K 0.13%
11,073
-459
89
$119K 0.08%
19,023
90
$103K 0.07%
323,800
91
$60.1K 0.04%
10,909
+340
92
– –
-3,466
93
– –
-2,302
94
– –
-924
95
– –
-2,989
1 2 3
4