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
-$556K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$966K
3
+$713K
4
AMRN
Amarin Corp
AMRN
+$329K
5
VFH icon
Vanguard Financials ETF
VFH
+$264K

Top Sells

1
+$398K
2
+$255K
3
+$204K
4
DUK icon
Duke Energy
DUK
+$203K
5
MMM icon
3M
MMM
+$200K

Sector Composition

1 Technology 21.78%
2 Healthcare 5.7%
3 Consumer Discretionary 5.53%
4 Consumer Staples 5.5%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.7M 15.21%
40,846
+2,116
2
$17.8M 14.53%
41,674
+2,481
3
$10.8M 8.85%
61,385
+4,034
4
$8.14M 6.64%
47,569
+13
5
$6.37M 5.19%
20,163
+614
6
$5.41M 4.42%
78,554
+3,393
7
$4.68M 3.82%
58,256
+3,293
8
$2.59M 2.11%
19,771
+1,210
9
$2.47M 2.02%
56,810
+4,790
10
$2.36M 1.93%
18,569
+777
11
$2.12M 1.73%
35,923
+855
12
$1.62M 1.32%
10,422
+475
13
$1.57M 1.28%
29,424
+1,056
14
$1.52M 1.24%
3,717
+124
15
$1.36M 1.11%
8,046
+318
16
$1.33M 1.08%
2,609
+95
17
$1.29M 1.06%
4,281
+98
18
$1.28M 1.04%
10,873
+436
19
$1.24M 1.02%
7,346
+325
20
$1.04M 0.85%
1,837
+89
21
$966K 0.79%
7,731
+245
22
$945K 0.77%
1,866
+107
23
$894K 0.73%
8,440
+23
24
$835K 0.68%
15,524
+311
25
$834K 0.68%
10,040
+870
1
2 3 4