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
$94.7M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$332K
2
+$223K
3
+$51.5K
4
AMZN icon
Amazon
AMZN
+$22.4K
5
AMRN
Amarin Corp
AMRN
+$12K

Top Sells

1
+$358K
2
+$287K
3
+$254K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$218K
5
OTIS icon
Otis Worldwide
OTIS
+$217K

Sector Composition

1 Technology 17.79%
2 Consumer Discretionary 6.22%
3 Healthcare 6.08%
4 Consumer Staples 5.56%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 15.73%
37,086
-271
2
$14.2M 15.02%
39,823
+27
3
$8.92M 9.42%
54,100
+312
4
$6.06M 6.4%
43,830
-2,075
5
$4.32M 4.57%
18,561
-131
6
$4.15M 4.38%
74,105
-1,631
7
$3.81M 4.02%
51,180
-237
8
$2.22M 2.35%
33,935
+54
9
$1.99M 2.1%
17,640
+198
10
$1.65M 1.75%
17,290
-10
11
$1.53M 1.62%
9,376
-178
12
$1.3M 1.38%
3,377
-13
13
$1.16M 1.22%
4,189
-54
14
$1.16M 1.22%
26,724
-87
15
$1.07M 1.13%
6,573
-174
16
$1.04M 1.1%
7,237
-21
17
$868K 0.92%
9,942
-27
18
$821K 0.87%
18,765
-52
19
$818K 0.86%
1,612
-5
20
$779K 0.82%
9,518
-138
21
$756K 0.8%
1,600
-109
22
$747K 0.79%
174,863
-80
23
$745K 0.79%
7,002
-21
24
$702K 0.74%
6,216
-76
25
$695K 0.73%
9,780
-19
1
2 3 4