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
$155M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$572K
2
+$365K
3
+$287K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$254K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$248K

Top Sells

1
+$239K
2
+$215K
3
+$210K
4
BCPC
Balchem Corp
BCPC
+$104K
5
PLTR icon
Palantir
PLTR
+$45.4K

Sector Composition

1 Technology 24.17%
2 Consumer Discretionary 5.37%
3 Consumer Staples 5.07%
4 Healthcare 4.72%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 15.03%
41,798
+456
2
$22.6M 14.6%
43,181
+14
3
$13.6M 8.81%
64,854
+1,364
4
$8.46M 5.47%
20,100
+9
5
$8.19M 5.29%
47,772
+237
6
$6.26M 4.05%
78,449
-420
7
$5.9M 3.81%
57,613
+241
8
$5.25M 3.39%
58,120
+460
9
$3.86M 2.49%
22,630
+20
10
$3.36M 2.17%
18,633
-11
11
$3.01M 1.95%
19,957
+173
12
$2.36M 1.53%
36,012
+55
13
$1.78M 1.15%
29,549
+44
14
$1.69M 1.09%
3,713
-10
15
$1.65M 1.07%
10,441
+34
16
$1.65M 1.07%
4,296
+5
17
$1.35M 0.87%
1,840
-2
18
$1.34M 0.87%
10,110
+10
19
$1.32M 0.85%
2,613
20
$1.29M 0.83%
7,377
+46
21
$1.29M 0.83%
8,169
+114
22
$1.27M 0.82%
10,899
+16
23
$1.18M 0.76%
6,984
-37
24
$1.17M 0.75%
6,457
-183
25
$1.16M 0.75%
2,381
+1,177
1
2 3 4