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
$177M
AUM Growth
+$3.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$820K
2
+$507K
3
+$421K
4
NFLX icon
Netflix
NFLX
+$343K
5
LLY icon
Eli Lilly
LLY
+$322K

Top Sells

1
+$5.21M
2
+$1.27M
3
+$208K
4
AEP icon
American Electric Power
AEP
+$204K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$179K

Sector Composition

1 Technology 26.28%
2 Consumer Discretionary 5.13%
3 Consumer Staples 5.12%
4 Communication Services 4.94%
5 Healthcare 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 13.77%
42,861
-295
2
$24.1M 13.59%
41,107
-2,162
3
$14.9M 8.38%
67,273
-455
4
$11.5M 6.49%
45,958
-56
5
$8.74M 4.93%
65,084
+1,914
6
$8.74M 4.93%
20,725
+197
7
$7M 3.95%
59,262
+242
8
$5.76M 3.25%
76,145
-2,363
9
$3.97M 2.24%
20,977
+37
10
$3.81M 2.15%
17,376
+272
11
$2.82M 1.59%
37,203
+60
12
$2.8M 1.58%
12,066
+1,063
13
$2.74M 1.55%
30,319
+81
14
$2.53M 1.43%
100,030
+20,030
15
$2.37M 1.33%
31,290
-1,165
16
$1.84M 1.04%
3,789
+10
17
$1.75M 0.98%
1,905
+5
18
$1.71M 0.97%
2,924
+372
19
$1.68M 0.95%
4,321
-35
20
$1.56M 0.88%
10,772
+13
21
$1.47M 0.83%
8,812
+6
22
$1.36M 0.77%
4,062
+116
23
$1.34M 0.76%
4,641
-17,989
24
$1.25M 0.7%
10,785
+37
25
$1.2M 0.68%
2,707
+8
1
2 3 4 5