LCM

Leisure Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 21.26%
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.03M
2
+$1.3M
3
+$1.28M
4
ES icon
Eversource Energy
ES
+$1.2M
5
FSLR icon
First Solar
FSLR
+$1.1M

Top Sells

1
+$6.22M
2
+$3.08M
3
+$1.87M
4
AZO icon
AutoZone
AZO
+$1.72M
5
LMT icon
Lockheed Martin
LMT
+$1.44M

Sector Composition

1 Technology 24.83%
2 Financials 9.46%
3 Consumer Staples 6.33%
4 Healthcare 6.08%
5 Communication Services 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.93%
9,711
+35
27
$2.03M 0.83%
32,902
+154
28
$2.02M 0.83%
18,678
+346
29
$1.99M 0.82%
5,673
+33
30
$1.82M 0.75%
3,421
+40
31
$1.77M 0.73%
19,740
+496
32
$1.72M 0.7%
11,456
+267
33
$1.62M 0.66%
5,183
+41
34
$1.62M 0.66%
6,527
+102
35
$1.62M 0.66%
2,376
+107
36
$1.61M 0.66%
8,469
+2,760
37
$1.6M 0.66%
5,150
-153
38
$1.58M 0.65%
15,074
+462
39
$1.57M 0.64%
7,566
-1,065
40
$1.5M 0.62%
23,640
+2,379
41
$1.48M 0.61%
8,851
+1,342
42
$1.38M 0.56%
1,454
-8
43
$1.37M 0.56%
7,660
-133
44
$1.36M 0.56%
11,441
-570
45
$1.35M 0.56%
2,886
+23
46
$1.35M 0.55%
15,833
+346
47
$1.33M 0.55%
22,207
+85
48
$1.33M 0.55%
2,437
49
$1.33M 0.55%
1,974
-57
50
$1.32M 0.54%
5,300
+222
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2
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