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
101
-26,031
102
-12,674
103
-2,810
104
-750