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
$102M
AUM Growth
-$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$201K
2
+$179K
3
+$130K
4
AMD icon
Advanced Micro Devices
AMD
+$28.7K
5
ACB
Aurora Cannabis
ACB
+$18K

Top Sells

1
+$268K
2
+$264K
3
+$252K
4
PLUG icon
Plug Power
PLUG
+$250K
5
AAPL icon
Apple
AAPL
+$243K

Sector Composition

1 Technology 18.12%
2 Healthcare 6.03%
3 Consumer Staples 5.78%
4 Consumer Discretionary 5.43%
5 Industrials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 15.21%
37,357
+9
2
$15M 14.78%
39,796
-286
3
$9.11M 8.97%
53,788
-342
4
$6.28M 6.18%
45,905
-1,777
5
$4.8M 4.73%
18,692
-193
6
$4.73M 4.66%
75,736
-784
7
$3.97M 3.91%
51,417
-438
8
$2.38M 2.34%
33,881
+80
9
$1.89M 1.86%
17,300
-100
10
$1.85M 1.82%
17,442
+1,682
11
$1.7M 1.67%
9,554
-54
12
$1.46M 1.44%
3,390
-26
13
$1.16M 1.15%
4,243
+22
14
$1.12M 1.11%
6,747
-34
15
$1.09M 1.07%
26,811
-132
16
$1.05M 1.03%
7,258
-48
17
$987K 0.97%
18,817
-86
18
$928K 0.91%
9,656
-53
19
$878K 0.86%
1,617
-13
20
$875K 0.86%
2,389
-12
21
$854K 0.84%
9,969
-34
22
$819K 0.81%
1,709
-14
23
$806K 0.79%
174,943
+467
24
$804K 0.79%
6,292
-49
25
$797K 0.78%
7,023
-41
1
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