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
$101M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Sells

1 +$3.25M
2 +$12.7K

Sector Composition

1 Real Estate 56.76%
2 Consumer Discretionary 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.3M 26.08%
585,004
+17,365
2
$9.1M 9.04%
414,218
+283,600
3
$8.66M 8.61%
725,127
+326,141
4
$8.3M 8.24%
419,367
+33,381
5
$7.89M 7.84%
55,794
-90
6
$6.74M 6.69%
293,796
+91,633
7
$6.49M 6.44%
408,040
+10,650
8
$4.85M 4.82%
393,332
+3,738
9
$4.27M 4.24%
+25,662
10
$4.27M 4.24%
206,189
+6,697
11
$1.89M 1.88%
350,833
+1,602
12
$1.75M 1.74%
145,192
+4,265
13
-125,963