LCM

LCM Capital Management Portfolio holdings

AUM $199M
1-Year Est. Return 27.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$216K
3
+$197K
4
SHOP icon
Shopify
SHOP
+$184K
5
TLN
Talen Energy Corp
TLN
+$181K

Top Sells

1
+$667K
2
+$569K
3
+$349K
4
AAPL icon
Apple
AAPL
+$323K
5
NVO icon
Novo Nordisk
NVO
+$269K

Sector Composition

1 Technology 28.64%
2 Communication Services 5.03%
3 Consumer Discretionary 4.7%
4 Consumer Staples 4.54%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.16%
575
77
$320K 0.15%
771
78
$317K 0.15%
2,558
79
$309K 0.15%
7,042
-3
80
$300K 0.14%
1,760
81
$292K 0.14%
10,326
-2,573
82
$288K 0.14%
3,572
83
$284K 0.14%
4,490
84
$283K 0.14%
8,422
-2,102
85
$281K 0.14%
997
-58
86
$275K 0.13%
1,770
-7
87
$266K 0.13%
3,961
-101
88
$265K 0.13%
2,902
-2
89
$265K 0.13%
3,135
-13
90
$265K 0.13%
9,358
91
$265K 0.13%
5,397
+47
92
$254K 0.12%
7,779
-12
93
$232K 0.11%
+381
94
$229K 0.11%
2,039
95
$229K 0.11%
2,425
-12
96
$218K 0.1%
2,831
-16
97
$217K 0.1%
2,789
+6
98
$213K 0.1%
+500
99
$213K 0.1%
21,237
100
$204K 0.1%
+2,701
1 2 3
4
5