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
$114M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$348K
3
+$259K
4
VFH icon
Vanguard Financials ETF
VFH
+$257K
5
PCAR icon
PACCAR
PCAR
+$240K

Top Sells

1
+$289K
2
+$203K
3
+$192K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.85K
5
JPM icon
JPMorgan Chase
JPM
+$3K

Sector Composition

1 Technology 20.07%
2 Consumer Staples 6.02%
3 Healthcare 5.92%
4 Consumer Discretionary 5.35%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 15.06%
37,612
+906
2
$16.1M 14.07%
39,337
+471
3
$9.98M 8.72%
55,961
+1,949
4
$7.53M 6.57%
45,641
+1,568
5
$5.55M 4.85%
19,238
+655
6
$5.34M 4.66%
74,598
+1,243
7
$4.22M 3.69%
54,201
+3,299
8
$2.37M 2.07%
34,992
+1,050
9
$1.91M 1.67%
18,446
+1,204
10
$1.89M 1.65%
18,258
+754
11
$1.67M 1.46%
3,530
+135
12
$1.52M 1.33%
9,820
+383
13
$1.39M 1.21%
49,890
+4,890
14
$1.38M 1.2%
27,996
+1,101
15
$1.26M 1.1%
6,926
+305
16
$1.26M 1.1%
4,263
+58
17
$1.24M 1.08%
7,597
+318
18
$1.13M 0.99%
10,334
+395
19
$999K 0.87%
1,733
+108
20
$988K 0.86%
10,085
+499
21
$979K 0.86%
7,410
+322
22
$956K 0.83%
2,480
+106
23
$866K 0.76%
176,446
+1,358
24
$856K 0.75%
6,710
+367
25
$856K 0.75%
1,722
+108
1
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