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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.43M
3
+$4.22M
4
NVDA icon
NVIDIA
NVDA
+$4M
5
MSFT icon
Microsoft
MSFT
+$3.47M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.85%
2 Consumer Discretionary 12.44%
3 Financials 9.94%
4 Healthcare 7.62%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.01M 6.57%
+45,114
2
$7.43M 6.09%
+133,806
3
$4.22M 3.46%
+44,006
4
$4M 3.28%
+135,840
5
$3.47M 2.85%
+10,308
6
$3.4M 2.79%
+20,440
7
$3.35M 2.75%
+153,831
8
$3.22M 2.64%
+4,048
9
$3.19M 2.62%
+20,617
10
$3.18M 2.61%
+61,845
11
$2.82M 2.31%
+19,460
12
$2.52M 2.06%
+121,153
13
$2.43M 1.99%
+28,311
14
$2.37M 1.95%
+40,431
15
$2.34M 1.92%
+52,609
16
$2.29M 1.88%
+15,881
17
$2.23M 1.83%
+35,268
18
$2.09M 1.72%
+3,134
19
$2.07M 1.7%
+45,624
20
$2.06M 1.69%
+3,635
21
$2.05M 1.68%
+11,794
22
$2.04M 1.68%
+10,839
23
$1.99M 1.63%
+3,505
24
$1.83M 1.5%
+29,854
25
$1.76M 1.44%
+4,239
1
2 3