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
$138M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$710K
2
+$422K
3
+$252K
4
SCHW icon
Charles Schwab
SCHW
+$238K
5
DUK icon
Duke Energy
DUK
+$215K

Top Sells

1
+$81.6K
2
+$34.2K
3
+$27.1K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$20.4K
5
MCD icon
McDonald's
MCD
+$20.2K

Sector Composition

1 Technology 22.87%
2 Consumer Discretionary 5.5%
3 Healthcare 5.12%
4 Consumer Staples 5.05%
5 Communication Services 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21M 15.17%
41,342
+496
2
$20.5M 14.84%
43,167
+1,493
3
$12.7M 9.22%
63,490
+2,105
4
$9.15M 6.62%
47,535
-34
5
$7.55M 5.46%
20,091
-72
6
$5.94M 4.3%
78,869
+315
7
$5.29M 3.83%
57,372
-884
8
$2.86M 2.07%
57,660
+850
9
$2.83M 2.05%
18,644
+75
10
$2.76M 2%
19,784
+13
11
$2.28M 1.65%
35,957
+34
12
$1.69M 1.22%
3,723
+6
13
$1.63M 1.18%
10,407
-15
14
$1.56M 1.13%
2,613
+4
15
$1.55M 1.12%
29,505
+81
16
$1.49M 1.08%
4,291
+10
17
$1.43M 1.03%
22,610
18
$1.25M 0.9%
7,331
-15
19
$1.22M 0.88%
1,842
+5
20
$1.2M 0.87%
8,055
+9
21
$1.13M 0.82%
10,100
+60
22
$1.09M 0.79%
10,883
+10
23
$1.02M 0.73%
7,021
+4
24
$1.01M 0.73%
7,720
-11
25
$1M 0.72%
3,801
+12
1
2 3 4