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LCM

LDR Capital Management Portfolio holdings

AUM $74.4M
1-Year Est. Return 7.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$5.87M
3
+$4.03M
4
AEPPL
American Electric Power Company, Inc. Corporate Unit
AEPPL
+$1.77M

Top Sells

1
+$13.6M
2
+$5.49M
3
+$4.88M
4
SUI icon
Sun Communities
SUI
+$3.41M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$3.04M

Sector Composition

1 Real Estate 65.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-149,321
27
– –
-370,394
28
– –
-10,948
29
– –
-15,324
30
– –
-6,230
31
– –
-7,455
32
– –
-8,141
33
– –
-14,002
34
– –
-186,357
35
– –
-2,216
36
– –
-17,696
1
2