LJCM

Lee Johnson Capital Management Portfolio holdings

AUM $301M
1-Year Est. Return 36.06%
This Quarter Est. Return
1 Year Est. Return
+36.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.8M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$20.9M
3
+$2.85M
4
CVX icon
Chevron
CVX
+$1.79M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$868K

Top Sells

1
+$1.98M
2
+$1.77M
3
+$1.59M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.56M
5
LMT icon
Lockheed Martin
LMT
+$1.47M

Sector Composition

1 Technology 16.9%
2 Energy 7.73%
3 Consumer Staples 5.25%
4 Financials 5.19%
5 Consumer Discretionary 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-7,335
1
2