LCM

LDR Capital Management Portfolio holdings

AUM $77.3M
1-Year Est. Return 7.87%
This Quarter Est. Return
1 Year Est. Return
+7.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 44.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.7M 14.07%
+584,743
2
$10.5M 9.4%
+113,342
3
$8.04M 7.19%
+135,095
4
$5.93M 5.3%
+160,898
5
$5.67M 5.07%
+280,171
6
$5.66M 5.06%
+209,661
7
$5.09M 4.55%
+286,843
8
0
9
$4.61M 4.12%
+35,314
10
$4.34M 3.88%
+429,938
11
$4.19M 3.75%
+162,797
12
$3.98M 3.56%
+35,839
13
$3.87M 3.46%
+90,049
14
$3.84M 3.44%
+266,697
15
$3.66M 3.28%
+56,000
16
$3.51M 3.14%
+163,222
17
$3.19M 2.85%
+154,907
18
$3.11M 2.78%
+53,881
19
$2.66M 2.38%
+69,200
20
$2.48M 2.22%
+124,262
21
$2.39M 2.14%
+119,076
22
$1.97M 1.76%
+53,853
23
$1.8M 1.61%
+27,480
24
$982K 0.88%
+19,294