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
$123M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$535K
2
+$371K
3
+$348K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$260K
5
MSFT icon
Microsoft
MSFT
+$106K

Top Sells

1
+$276K
2
+$240K
3
+$214K
4
TGT icon
Target
TGT
+$203K
5
DEO icon
Diageo
DEO
+$203K

Sector Composition

1 Technology 22.46%
2 Consumer Discretionary 5.62%
3 Consumer Staples 5.46%
4 Healthcare 5.38%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 15.06%
38,730
+1,118
2
$17.4M 14.1%
39,193
-144
3
$10.7M 8.72%
57,351
+1,390
4
$9.22M 7.49%
47,556
+1,915
5
$6.66M 5.4%
19,549
+311
6
$5.45M 4.42%
75,161
+563
7
$4.47M 3.63%
54,963
+762
8
$2.32M 1.88%
17,792
-466
9
$2.29M 1.86%
35,068
+76
10
$2.22M 1.8%
18,561
+115
11
$2.2M 1.79%
52,020
+2,130
12
$1.65M 1.34%
3,593
+63
13
$1.65M 1.34%
9,947
+127
14
$1.49M 1.21%
28,368
+372
15
$1.3M 1.06%
7,021
+95
16
$1.3M 1.06%
4,183
-80
17
$1.23M 1%
2,514
+34
18
$1.22M 0.99%
7,728
+131
19
$1.12M 0.91%
10,437
+103
20
$1.04M 0.84%
7,486
+76
21
$1M 0.81%
10,234
+149
22
$1M 0.81%
8,417
+1
23
$941K 0.76%
1,748
+26
24
$918K 0.75%
1,759
+26
25
$821K 0.67%
2,752
+80
1
2 3 4