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
$112M
AUM Growth
+$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$693K
3
+$405K
4
TSLA icon
Tesla
TSLA
+$365K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$294K

Top Sells

1
+$1.02M
2
+$882K
3
+$204K
4
VFH icon
Vanguard Financials ETF
VFH
+$193K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$186K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.54%
3 Healthcare 5.2%
4 Consumer Staples 4.92%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 16.22%
38,097
-428
2
$17.5M 15.63%
44,100
-399
3
$12.2M 10.9%
55,144
-844
4
$6.24M 5.58%
82,204
+2,106
5
$5.6M 5.01%
45,830
-64
6
$4.49M 4.01%
19,023
-731
7
$4.21M 3.77%
49,883
-2,288
8
$2.34M 2.09%
15,100
-500
9
$1.81M 1.62%
28,324
+4,191
10
$1.58M 1.41%
15,280
-1,120
11
$1.51M 1.35%
9,182
-349
12
$1.24M 1.11%
3,348
-137
13
$1.19M 1.07%
26,376
-732
14
$1.12M 1%
2,347
-60
15
$1.11M 0.99%
4,578
+114
16
$995K 0.89%
5,395
-125
17
$910K 0.81%
6,434
-206
18
$907K 0.81%
38,954
+29,754
19
$868K 0.78%
2,844
+17
20
$815K 0.73%
+12,000
21
$814K 0.73%
6,136
-226
22
$778K 0.7%
13,936
-486
23
$770K 0.69%
14,890
-458
24
$769K 0.69%
7,340
-218
25
$754K 0.67%
6,972
-218
1
2 3 4