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
51
$1.4M 0.46%
+9,596
52
$1.38M 0.46%
+7,059
53
$1.31M 0.43%
5,546
+50
54
$1.31M 0.43%
2,936
-15,222
55
$1.22M 0.41%
17,341
+64
56
$1.13M 0.37%
32,632
57
$1.07M 0.36%
+7,732
58
$1.04M 0.35%
1,452
-7,235
59
$974K 0.32%
3,462
+131
60
$957K 0.32%
+5,355
61
$903K 0.3%
10,770
+127
62
$900K 0.3%
6,045
+23
63
$856K 0.28%
7,594
+14
64
$855K 0.28%
2,062
-2,243
65
$841K 0.28%
1,262
+316
66
$823K 0.27%
7,483
+82
67
$821K 0.27%
4,191
+14
68
$810K 0.27%
+3,524
69
$801K 0.27%
3,933
+44
70
$768K 0.26%
7,453
-39,760
71
$725K 0.24%
1,490
+6
72
$723K 0.24%
+4,867
73
$720K 0.24%
2,132
+162
74
$709K 0.24%
2,888
+11
75
$681K 0.23%
+4,544
1 2
3
4 5