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
101
$201K 0.1%
+1,355
102
$119K 0.06%
38,023
-1,000
103
$101K 0.05%
12,165
-86
104
$58.6K 0.03%
12,000
105
$57.4K 0.03%
15,500
+3,500
106
$33K 0.02%
+11,000
107
$24.3K 0.01%
+10,425
108
$24.1K 0.01%
+12,000
109
$17K 0.01%
+12,400
110
– –
-3,895
111
– –
-3,168
112
– –
-448
113
– –
0
114
– –
-733
1 2 3 4
5