LJCM

Lee Johnson Capital Management Portfolio holdings

AUM $291M
1-Year Est. Return 25.53%
This Quarter Est. Return
1 Year Est. Return
+25.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
-$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$5.55M
3
+$1.82M
4
SLV icon
iShares Silver Trust
SLV
+$1.51M
5
TSLA icon
Tesla
TSLA
+$1.49M

Top Sells

1
+$5.04M
2
+$3.35M
3
+$3.19M
4
CAH icon
Cardinal Health
CAH
+$3.18M
5
BLDR icon
Builders FirstSource
BLDR
+$2.43M

Sector Composition

1 Technology 22.09%
2 Consumer Discretionary 9.01%
3 Financials 7.9%
4 Energy 5.87%
5 Healthcare 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.22%
2,648
52
$202K 0.18%
+2,287
53
$17K 0.02%
30,000
-3,150
54
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56
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-28,311
57
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-7,700
58
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-61,845
59
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60
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-153,831
61
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-7,521
63
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-7,915
64
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-40,431
65
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-4,239
66
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67
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-7,497
68
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-10,839
72
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-3,250
75
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-7,699
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