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
$84M
AUM Growth
-$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.4M
3
+$6.89M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$391K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$227K

Top Sells

1
+$11.9M
2
+$5.96M
3
+$2.76M
4
F icon
Ford
F
+$2.45M
5
ISRG icon
Intuitive Surgical
ISRG
+$2.18M

Sector Composition

1 Technology 15.84%
2 Energy 7.8%
3 Financials 5.32%
4 Consumer Staples 4.08%
5 Healthcare 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-66,146
52
– –
-4,146
53
– –
-22,355
54
– –
-4,574
55
– –
-11,577
1 2
3