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
$291M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$8.47M
3
+$6.62M
4
NFLX icon
Netflix
NFLX
+$6.57M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.07M

Top Sells

1
+$4.34M
2
+$4M
3
+$3.68M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$3.22M
5
UAL icon
United Airlines
UAL
+$3.22M

Sector Composition

1 Technology 10.79%
2 Financials 10.34%
3 Industrials 8.12%
4 Communication Services 6.04%
5 Consumer Discretionary 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.72%
4,278
+17
27
$1.77M 0.61%
+10,452
28
$1.73M 0.59%
+14,279
29
$1.7M 0.59%
+9,021
30
$1.7M 0.59%
+17,077
31
$1.68M 0.58%
+15,316
32
$1.63M 0.56%
+4,305
33
$1.6M 0.55%
7,811
-21,139
34
$1.55M 0.53%
+3,827
35
$1.36M 0.47%
+9,190
36
$1.31M 0.45%
+9,779
37
$1.31M 0.45%
+25,103
38
$1.26M 0.43%
+1,778
39
$1.06M 0.37%
+32,632
40
$874K 0.3%
+6,022
41
$817K 0.28%
7,580
+198
42
$810K 0.28%
+4,177
43
$796K 0.27%
+3,889
44
$795K 0.27%
+2,877
45
$793K 0.27%
+5,496
46
$790K 0.27%
+10,643
47
$787K 0.27%
+17,277
48
$782K 0.27%
+1,484
49
$782K 0.27%
+7,401
50
$777K 0.27%
+1,529
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