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
$103M
AUM Growth
+$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$258K
2
+$243K
3
+$235K
4
OTIS icon
Otis Worldwide
OTIS
+$234K
5
COP icon
ConocoPhillips
COP
+$228K

Top Sells

1
+$366K
2
+$332K
3
+$208K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$168K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$49.2K

Sector Composition

1 Technology 16.92%
2 Healthcare 6.11%
3 Consumer Staples 5.91%
4 Consumer Discretionary 5.42%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 15.83%
36,706
-380
2
$14.9M 14.47%
38,866
-957
3
$9.42M 9.17%
54,012
-88
4
$5.73M 5.58%
44,073
+243
5
$4.82M 4.69%
73,355
-750
6
$4.46M 4.34%
18,583
+22
7
$4.21M 4.1%
50,902
-278
8
$2.39M 2.33%
33,942
+7
9
$1.67M 1.62%
9,437
+61
10
$1.65M 1.61%
3,395
+18
11
$1.52M 1.48%
17,242
-48
12
$1.47M 1.43%
17,504
-136
13
$1.33M 1.29%
4,205
+16
14
$1.31M 1.27%
7,279
+42
15
$1.27M 1.24%
26,895
+171
16
$1.2M 1.16%
6,621
+48
17
$1.1M 1.07%
9,939
-3
18
$967K 0.94%
9,586
+68
19
$962K 0.94%
18,774
+9
20
$908K 0.88%
7,088
+86
21
$895K 0.87%
1,625
+13
22
$812K 0.79%
175,088
+225
23
$799K 0.78%
2,374
-9
24
$771K 0.75%
5,086
+34
25
$737K 0.72%
1,614
+14
1
2 3 4