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
101
-1,992