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
$177M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$507K
3
+$421K
4
NFLX icon
Netflix
NFLX
+$343K
5
LLY icon
Eli Lilly
LLY
+$322K

Top Sells

1
+$5.21M
2
+$1.27M
3
+$208K
4
AEP icon
American Electric Power
AEP
+$204K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$179K

Sector Composition

1 Technology 26.28%
2 Consumer Discretionary 5.13%
3 Consumer Staples 5.12%
4 Communication Services 4.94%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.16%
12,630
+589
77
$277K 0.16%
6,920
-1
78
$276K 0.16%
1,059
79
$275K 0.16%
3,016
-3
80
$271K 0.15%
2,928
81
$271K 0.15%
2,516
82
$262K 0.15%
1,172
+250
83
$258K 0.15%
3,490
84
$255K 0.14%
726
85
$250K 0.14%
+9,140
86
$249K 0.14%
2,810
+5
87
$241K 0.14%
3,159
-1
88
$238K 0.13%
2,403
+225
89
$237K 0.13%
750
90
$235K 0.13%
+4,342
91
$232K 0.13%
1,801
-1
92
$231K 0.13%
3,426
93
$231K 0.13%
4,861
94
$208K 0.12%
1,698
95
$188K 0.11%
323,800
96
$187K 0.11%
21,237
97
$95.6K 0.05%
11,857
+52
98
$71.3K 0.04%
19,023
99
– –
-10,689
100
– –
-8,860
1 2 3
4
5