LCM
LCM Capital Management Portfolio holdings
AUM $170M
AUM
$170M
AUM Growth
-$6.97M (-4%)
Cap. Flow
+$5.58M
Cap. Flow % of AUM
3.27%
Top 10 Holdings %Top 10 Hldgs %
62.71%
Holding
104
New
6
Increased
62
Reduced
17
Closed
4
Top Buys
| 1 | $1.04M | |
| 2 | $588K | |
| 3 | $494K | |
| 4 | $420K | |
| 5 | $367K |
Top Sells
| 1 | $286K | |
| 2 | $17.3K | |
| 3 | $8.51K | |
| 4 | $5.19K | |
| 5 | $4.03K |
Sector Composition
| 1 | Technology | 25% |
| 2 | Consumer Staples | 5.51% |
| 3 | Consumer Discretionary | 5.18% |
| 4 | Healthcare | 4.64% |
| 5 | Communication Services | 4.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -750 | Closed | – | |||
| $0 | 0% | 0 -2,810 | Closed | – | |||
| $0 | 0% | 0 -12,674 | Closed | – | |||
| $0 | 0% | 0 -26,031 | Closed | – |
