LJCM

Lee Johnson Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 30.79%
This Quarter Est. Return
1 Year Est. Return
+30.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.4M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.92M
3
+$1.94M
4
NVDA icon
NVIDIA
NVDA
+$1.57M
5
MSFT icon
Microsoft
MSFT
+$1.45M

Top Sells

1
+$11.7M
2
+$11.4M
3
+$10.4M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$5.38M
5
GS icon
Goldman Sachs
GS
+$1.94M

Sector Composition

1 Technology 33.99%
2 Communication Services 16.45%
3 Energy 13.49%
4 Consumer Discretionary 9.33%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19K 0.04%
28,000
27
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-12,307
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29
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-28,459
30
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-45,058
33
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-25,090
34
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-10,346
35
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-6,545
36
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-25,075
37
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-7,203
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-7,425
39
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-328,294
40
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-5,299
41
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-88,537
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