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
$170M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$588K
3
+$494K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$367K

Top Sells

1
+$1.09M
2
+$399K
3
+$286K
4
SWKS icon
Skyworks Solutions
SWKS
+$249K
5
PWR icon
Quanta Services
PWR
+$237K

Sector Composition

1 Technology 24.83%
2 Consumer Staples 5.51%
3 Consumer Discretionary 5.18%
4 Healthcare 4.64%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$300K 0.18%
2,904
-24
77
$293K 0.17%
5,350
78
$280K 0.16%
1,639
79
$273K 0.16%
3,490
80
$272K 0.16%
3,921
+61
81
$266K 0.16%
4,071
-29
82
$263K 0.15%
560
-8
83
$261K 0.15%
1,777
-24
84
$259K 0.15%
4,341
-1
85
$258K 0.15%
9,039
-101
86
$257K 0.15%
2,451
+48
87
$243K 0.14%
3,253
+94
88
$242K 0.14%
3,425
-1
89
$239K 0.14%
+10,503
90
$236K 0.14%
1,172
91
$234K 0.14%
749
+23
92
$224K 0.13%
1,697
-1
93
$223K 0.13%
4,861
94
$218K 0.13%
+1,992
95
$210K 0.12%
21,237
96
$207K 0.12%
+1,000
97
$200K 0.12%
+2,760
98
$96.7K 0.06%
12,459
+602
99
$63.5K 0.04%
+12,000
100
$60.3K 0.04%
19,023
1 2 3
4
5