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
$174M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$499K
3
+$428K
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$304K
5
NVDA icon
NVIDIA
NVDA
+$299K

Top Sells

1
+$558K
2
+$338K
3
+$254K
4
EW icon
Edwards Lifesciences
EW
+$235K
5
BIIB icon
Biogen
BIIB
+$215K

Sector Composition

1 Technology 25.8%
2 Consumer Staples 5.29%
3 Consumer Discretionary 4.87%
4 Healthcare 4.37%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.15%
549
-1
77
$265K 0.15%
12,041
-41
78
$257K 0.15%
726
+16
79
$251K 0.14%
2,612
+304
80
$249K 0.14%
1,639
81
$246K 0.14%
+1,802
82
$240K 0.14%
+922
83
$229K 0.13%
2,178
-36
84
$229K 0.13%
1,698
-96
85
$226K 0.13%
3,490
+25
86
$224K 0.13%
+3,426
87
$224K 0.13%
+750
88
$219K 0.13%
+4,861
89
$213K 0.12%
21,237
90
$208K 0.12%
8,860
-251
91
$204K 0.12%
+1,992
92
$182K 0.1%
+6,457
93
$107K 0.06%
323,800
94
$95.8K 0.06%
10,689
-106
95
$89.5K 0.05%
11,805
+461
96
$80.8K 0.05%
19,023
97
– –
-4,509
98
– –
-2,541
99
– –
-5,869
100
– –
-928
1 2 3
4