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
$170M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$588K
3
+$494K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$420K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$367K

Top Sells

1
+$1.09M
2
+$399K
3
+$286K
4
SWKS icon
Skyworks Solutions
SWKS
+$249K
5
PWR icon
Quanta Services
PWR
+$237K

Sector Composition

1 Technology 24.83%
2 Consumer Staples 5.51%
3 Consumer Discretionary 5.18%
4 Healthcare 4.64%
5 Communication Services 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.4M 13.75%
41,857
+750
2
$23.4M 13.72%
43,787
+926
3
$13.8M 8.1%
69,115
+1,842
4
$10.4M 6.11%
46,815
+857
5
$7.93M 4.66%
21,124
+399
6
$7.64M 4.49%
70,509
+5,425
7
$7.27M 4.27%
60,886
+1,624
8
$6.26M 3.68%
76,607
+462
9
$3.39M 1.99%
17,815
+439
10
$3.34M 1.96%
21,580
+603
11
$2.95M 1.73%
37,415
+212
12
$2.71M 1.59%
30,881
+562
13
$2.36M 1.38%
27,905
-3,385
14
$2.09M 1.23%
12,505
+439
15
$1.85M 1.09%
1,958
+53
16
$1.82M 1.07%
10,986
+214
17
$1.73M 1.02%
3,007
+83
18
$1.72M 1.01%
3,857
+68
19
$1.6M 0.94%
4,361
+40
20
$1.56M 0.91%
112,530
+12,500
21
$1.46M 0.86%
11,037
+252
22
$1.42M 0.83%
8,469
+175
23
$1.34M 0.79%
4,641
24
$1.3M 0.76%
10,918
+221
25
$1.24M 0.73%
7,912
+125
1
2 3 4 5