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
$174M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$499K
3
+$428K
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$304K
5
NVDA icon
NVIDIA
NVDA
+$299K

Top Sells

1
+$558K
2
+$338K
3
+$254K
4
EW icon
Edwards Lifesciences
EW
+$235K
5
BIIB icon
Biogen
BIIB
+$215K

Sector Composition

1 Technology 25.8%
2 Consumer Staples 5.29%
3 Consumer Discretionary 4.87%
4 Healthcare 4.37%
5 Communication Services 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 14.28%
43,269
+124
2
$24.6M 14.14%
43,156
+876
3
$15M 8.61%
67,728
+1,936
4
$10.7M 6.17%
46,014
-2,395
5
$8.83M 5.08%
20,528
+115
6
$7.67M 4.41%
63,170
+2,463
7
$6.57M 3.78%
78,508
+245
8
$6.49M 3.73%
59,020
-194
9
$3.82M 2.19%
22,630
10
$3.47M 2%
20,940
+434
11
$3.19M 1.83%
17,104
-1,815
12
$3M 1.73%
37,143
+861
13
$2.44M 1.4%
30,238
+193
14
$2.21M 1.27%
3,779
+25
15
$1.9M 1.09%
11,003
+463
16
$1.77M 1.02%
4,356
+19
17
$1.74M 1%
10,759
+159
18
$1.68M 0.97%
1,900
+19
19
$1.57M 0.91%
+80,000
20
$1.5M 0.86%
8,806
+33
21
$1.46M 0.84%
2,552
+79
22
$1.4M 0.8%
2,699
+34
23
$1.3M 0.75%
10,748
-96
24
$1.29M 0.74%
7,573
+62
25
$1.25M 0.72%
10,677
-411
1
2 3 4