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
$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
UAL icon
76
United Airlines
UAL
$32.1B
-46,594
XLG icon
77
Invesco S&P 500 Top 50 ETF
XLG
$10.9B
-70,064