LJCM

Lee Johnson Capital Management Portfolio holdings

AUM $279M
1-Year Est. Return 40.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$4.92M
3
+$4.91M
4
EME icon
Emcor
EME
+$4.86M
5
NET icon
Cloudflare
NET
+$4.6M

Top Sells

1
+$29.3M
2
+$15.6M
3
+$14.3M
4
AXON icon
Axon Enterprise
AXON
+$5.49M
5
PGR icon
Progressive
PGR
+$5.45M

Sector Composition

1 Technology 16.26%
2 Financials 10.96%
3 Industrials 8.46%
4 Communication Services 7.43%
5 Utilities 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.96%
+11,157
27
$2.86M 0.95%
+30,637
28
$2.85M 0.95%
+58,034
29
$2.65M 0.88%
+44,373
30
$2.6M 0.86%
+27,303
31
$2.54M 0.84%
+13,172
32
$2.52M 0.84%
+89,100
33
$2.51M 0.83%
+22,606
34
$2.39M 0.79%
+33,588
35
$2.33M 0.77%
+34,016
36
$2.27M 0.75%
+8,406
37
$2.22M 0.74%
+23,449
38
$2.19M 0.73%
+50,462
39
$2.01M 0.67%
7,888
+77
40
$1.9M 0.63%
3,785
-493
41
$1.9M 0.63%
9,073
+52
42
$1.86M 0.62%
10,514
+62
43
$1.82M 0.61%
14,390
+111
44
$1.81M 0.6%
17,251
+174
45
$1.78M 0.59%
15,476
+160
46
$1.54M 0.51%
10,926
-10,928
47
$1.54M 0.51%
+9,499
48
$1.46M 0.48%
9,463
+273
49
$1.43M 0.47%
26,521
+1,418
50
$1.41M 0.47%
+36,024
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