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
$192M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$365K
3
+$294K
4
PWR icon
Quanta Services
PWR
+$292K
5
MRVL icon
Marvell Technology
MRVL
+$245K

Top Sells

1
+$274K
2
+$136K
3
+$93.3K
4
AMZN icon
Amazon
AMZN
+$63.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$26.8K

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
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$700B
$26M 13.54%
42,162
+305
MDY icon
2
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$24.9M 12.92%
43,891
+104
IWM icon
3
iShares Russell 2000 ETF
IWM
$73.5B
$15M 7.79%
69,490
+375
NVDA icon
4
NVIDIA
NVDA
$4.25T
$11.5M 5.98%
72,818
+2,309
MSFT icon
5
Microsoft
MSFT
$3.56T
$10.9M 5.69%
22,001
+877
AAPL icon
6
Apple
AAPL
$4.11T
$9.33M 4.85%
45,479
-1,336
VFH icon
7
Vanguard Financials ETF
VFH
$13.4B
$7.79M 4.05%
61,159
+273
EFA icon
8
iShares MSCI EAFE ETF
EFA
$70B
$6.97M 3.62%
77,959
+1,352
AMZN icon
9
Amazon
AMZN
$2.42T
$3.84M 2%
17,525
-290
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.73T
$3.81M 1.98%
21,620
+40
PLTR icon
11
Palantir
PLTR
$438B
$3.67M 1.91%
26,905
-1,000
AVGO icon
12
Broadcom
AVGO
$1.7T
$3.42M 1.78%
12,412
-93
XLU icon
13
State Street Utilities Select Sector SPDR ETF
XLU
$10.5B
$3.07M 1.6%
37,592
+177
WMT icon
14
Walmart Inc. Common Stock
WMT
$930B
$3.03M 1.57%
30,962
+81
ETHA
15
iShares Ethereum Trust ETF
ETHA
$1.78B
$2.24M 1.16%
117,430
+4,900
META icon
16
Meta Platforms (Facebook)
META
$1.62T
$2.22M 1.16%
3,014
+7
COST icon
17
Costco
COST
$393B
$1.95M 1.01%
1,972
+14
ORCL icon
18
Oracle
ORCL
$542B
$1.93M 1%
8,837
+25
MSTR icon
19
Strategy Inc
MSTR
$50.7B
$1.88M 0.97%
4,641
LMT icon
20
Lockheed Martin
LMT
$111B
$1.79M 0.93%
3,856
-1
JNJ icon
21
Johnson & Johnson
JNJ
$510B
$1.68M 0.87%
10,997
+11
RTX icon
22
RTX Corp
RTX
$240B
$1.61M 0.84%
11,055
+18
HD icon
23
Home Depot
HD
$358B
$1.6M 0.83%
4,376
+15
AMD icon
24
Advanced Micro Devices
AMD
$343B
$1.49M 0.77%
10,479
+2,072
IBIT icon
25
iShares Bitcoin Trust
IBIT
$70.2B
$1.44M 0.75%
23,540
+1,330
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