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
$120M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$698K
2
+$434K
3
+$287K
4
SAP icon
SAP
SAP
+$250K
5
ASML icon
ASML
ASML
+$240K

Top Sells

1
+$591K
2
+$333K
3
+$331K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$294K
5
AAPL icon
Apple
AAPL
+$129K

Sector Composition

1 Technology 18.55%
2 Healthcare 5.36%
3 Consumer Discretionary 5.26%
4 Consumer Staples 4.77%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 15.71%
44,183
+83
2
$18.8M 15.59%
38,205
+108
3
$12.7M 10.54%
55,289
+145
4
$6.7M 5.56%
84,870
+2,666
5
$6.15M 5.11%
44,888
-942
6
$5.08M 4.22%
18,748
-275
7
$4.5M 3.74%
49,755
-128
8
$2.49M 2.07%
14,460
-640
9
$1.95M 1.62%
30,806
+2,482
10
$1.85M 1.54%
15,140
-140
11
$1.52M 1.27%
9,245
+63
12
$1.5M 1.24%
22,500
+10,500
13
$1.38M 1.14%
2,348
+1
14
$1.34M 1.11%
4,206
+1,362
15
$1.26M 1.05%
3,343
-5
16
$1.26M 1.05%
4,315
-263
17
$1.24M 1.03%
26,304
-72
18
$954K 0.79%
36,196
-2,758
19
$952K 0.79%
6,426
-8
20
$945K 0.79%
5,379
-16
21
$911K 0.76%
171,195
+3,336
22
$870K 0.72%
6,084
-52
23
$811K 0.67%
13,866
-70
24
$796K 0.66%
6,924
-48
25
$787K 0.65%
9,230
+45
1
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