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
$190M
AUM Growth
-$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$3.76M
3
+$2.96M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.35M

Top Sells

1
+$14.6M
2
+$4.37M
3
+$3.45M
4
MU icon
Micron Technology
MU
+$2.34M
5
BABA icon
Alibaba
BABA
+$1.34M

Sector Composition

1 Technology 15.79%
2 Consumer Discretionary 6.43%
3 Financials 5.88%
4 Energy 3.89%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$358K 0.19%
2,976
+328
27
$333K 0.18%
1,350
28
$307K 0.16%
6,985
29
$203K 0.11%
+342
30
– –
-12,596
31
– –
-11,081
32
– –
-20,981
33
– –
-30,498
34
– –
-26,784
35
– –
-3,889
36
– –
-22,607
1
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