LAM
LECAP Asset Management Portfolio holdings
AUM
$266M
1-Year Est. Return
8.69%
This Fund
S&P 500
1 Year Est. Return
+8.69%
AUM
$266M
AUM Growth
+$14.8M
(+5.9%)
Holding
406
Top Buys
| 1 | +$3.25M | |
| 2 | +$3.11M | |
| 3 | +$2.96M | |
| 4 |
Toll Brothers
TOL
|
+$2.92M |
| 5 |
Interactive Brokers
IBKR
|
+$2.9M |
Top Sells
| 1 | +$2.65M | |
| 2 | +$2.44M | |
| 3 | +$2.34M | |
| 4 |
DexCom
DXCM
|
+$2.2M |
| 5 |
Chewy
CHWY
|
+$2.16M |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Financials | 18.77% |
| 3 | Industrials | 15.43% |
| 4 | Healthcare | 12.54% |
| 5 | Consumer Discretionary | 12.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Verizon
VZ
$200B
| – | – |
-8,134
|
|
||
402
Waters Corp
WAT
$36.5B
| – | – |
-1,769
|
|
||
403
Webster Financial
WBS
$11.8B
| – | – |
-9,284
|
|
||
404
Western Digital
WDC
$194B
| – | – |
-5,008
|
|
||
405
WEX
WEX
$5.14B
| – | – |
-2,006
|
|
||
406
Walmart Inc
WMT
$901B
| – | – |
-17,461
|
|