LJCM
Lee Johnson Capital Management Portfolio holdings
AUM
$291M
This Quarter Return
-5.37%
1 Year Return
+25.53%
3 Year Return
+67.62%
5 Year Return
–
10 Year Return
–
AUM
$48.4M
AUM Growth
+$48.4M
(-42%)
Cap. Flow
-$32M
Cap. Flow
% of AUM
-66.09%
Top 10 Holdings %
Top 10 Hldgs %
75.5%
Holding
41
New
2
Increased
17
Reduced
4
Closed
15
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$3.98M |
| 2 |
Amazon
AMZN
|
$3.92M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.88M |
| 4 |
NVIDIA
NVDA
|
$1.57M |
| 5 |
Microsoft
MSFT
|
$1.45M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$11.7M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$11.4M |
| 3 |
Invesco QQQ Trust
QQQ
|
$10.4M |
| 4 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$5.38M |
| 5 |
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% |
