LCM

LCM Capital Management Portfolio holdings

AUM $207M
1-Year Est. Return 23.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$381K
2
+$291K
3
+$248K
4
AMD icon
Advanced Micro Devices
AMD
+$226K
5
MRVL icon
Marvell Technology
MRVL
+$198K

Top Sells

1
+$270K
2
+$117K
3
+$89.8K
4
AMZN icon
Amazon
AMZN
+$57.4K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.1K

Sector Composition

1 Technology 27.96%
2 Consumer Staples 4.98%
3 Communication Services 4.84%
4 Consumer Discretionary 4.78%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 13.54%
42,162
+305
2
$24.9M 12.92%
43,891
+104
3
$15M 7.79%
69,490
+375
4
$11.5M 5.98%
72,818
+2,309
5
$10.9M 5.69%
22,001
+877
6
$9.33M 4.85%
45,479
-1,336
7
$7.79M 4.05%
61,159
+273
8
$6.97M 3.62%
77,959
+1,352
9
$3.84M 2%
17,525
-290
10
$3.81M 1.98%
21,620
+40
11
$3.67M 1.91%
26,905
-1,000
12
$3.42M 1.78%
12,412
-93
13
$3.07M 1.6%
75,184
+354
14
$3.03M 1.57%
30,962
+81
15
$2.24M 1.16%
117,430
+4,900
16
$2.22M 1.16%
3,014
+7
17
$1.95M 1.01%
1,972
+14
18
$1.93M 1%
8,837
+25
19
$1.88M 0.97%
4,641
20
$1.79M 0.93%
3,856
-1
21
$1.68M 0.87%
10,997
+11
22
$1.61M 0.84%
11,055
+18
23
$1.6M 0.83%
4,376
+15
24
$1.49M 0.77%
10,479
+2,072
25
$1.44M 0.75%
23,540
+1,330
1
2 3 4 5