LCM
LCM Capital Management Portfolio holdings
AUM
$207M
1-Year Est. Return
23.64%
This Fund
S&P 500
1 Year Est. Return
+23.64%
AUM
$208M
AUM Growth
+$16M
(+8.3%)
Holding
114
Top Buys
| 1 | +$339K | |
| 2 | +$216K | |
| 3 | +$197K | |
| 4 |
Shopify
SHOP
|
+$184K |
| 5 |
TLN
Talen Energy Corp
TLN
|
+$181K |
Top Sells
| 1 | +$667K | |
| 2 | +$569K | |
| 3 | +$349K | |
| 4 |
Apple
AAPL
|
+$323K |
| 5 |
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
Shopify
SHOP
$167B
| $201K | 0.1% |
+1,355
|
|
||
102
Transocean
RIG
$7.26B
| $119K | 0.06% |
38,023
-1,000
|
|
||
103
Ericsson
ERIC
$39.7B
| $101K | 0.05% |
12,165
-86
|
|
||
104
Recursion Pharmaceuticals
RXRX
$1.81B
| $58.6K | 0.03% |
12,000
|
|
||
105
Nuvation Bio
NUVB
$1.53B
| $57.4K | 0.03% |
15,500
+3,500
|
|
||
106
Bit Digital
BTBT
$541M
| $33K | 0.02% |
+11,000
|
|
||
107
Plug Power
PLUG
$3.25B
| $24.3K | 0.01% |
+10,425
|
|
||
108
AgEagle Aerial Systems
UAVS
$44.9M
| $24.1K | 0.01% |
+12,000
|
|
||
109
Geron
GERN
$1.04B
| $17K | 0.01% |
+12,400
|
|
||
110
Accenture
ACN
$122B
| – | – |
-733
|
|
||
111
Amplify Energy
AMPY
$255M
| – | – |
0
|
|
||
112
Eli Lilly
LLY
$831B
| – | – |
-448
|
|
||
113
Marvell Technology
MRVL
$79.4B
| – | – |
-3,168
|
|
||
|
114
Novo Nordisk
NVO
$171B
| – | – |
-3,895
|
|