LJCM

Lee Johnson Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 30.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.6M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$3.76M
3
+$1.52M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$539K
5
F icon
Ford
F
+$251K

Top Sells

1
+$4.09M
2
+$3.98M
3
+$3.98M
4
AMZN icon
Amazon
AMZN
+$3.36M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.2M

Sector Composition

1 Technology 20.78%
2 Energy 15.33%
3 Financials 8.14%
4 Consumer Staples 6.77%
5 Healthcare 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-41,616
27
– –
-10,234
28
– –
-29,334
29
– –
-26,000
30
– –
-28,000
31
– –
-17,250
1
2