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
1
$11.9M 10.66%
+211,979
2
$8.93M 7.97%
51,157
+6,043
3
$5.98M 5.33%
44,423
+417
4
$5.96M 5.32%
21,113
+19,627
5
$5.18M 4.62%
67,815
-65,991
6
$3.87M 3.45%
228,702
+107,549
7
$3.63M 3.24%
11,788
+1,480
8
$3.51M 3.13%
128,610
-7,230
9
$3.37M 3%
20,640
+200
10
$2.76M 2.47%
4,139
+91
11
$2.62M 2.34%
19,280
-180
12
$2.45M 2.19%
15,416
+3,622
13
$2.38M 2.12%
38,716
+3,448
14
$2.38M 2.12%
28,766
-1,088
15
$2.28M 2.04%
14,024
-56
16
$2.18M 1.94%
7,223
+2,510
17
$2.16M 1.93%
27,243
+160
18
$2.06M 1.84%
6,193
+1,885
19
$2.04M 1.82%
3,537
+32
20
$1.92M 1.71%
18,885
+5,802
21
$1.89M 1.68%
5,283
+1,299
22
$1.89M 1.68%
29,597
+414
23
$1.86M 1.66%
87,305
-508
24
$1.81M 1.61%
16,534
+653
25
$1.7M 1.52%
30,496
+6,281
1
2 3