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
$255M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.1M
3
+$3.62M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.47M
5
MNST icon
Monster Beverage
MNST
+$1.18M

Top Sells

1
+$1.25M
2
+$1.18M
3
+$1.11M
4
FDX icon
FedEx
FDX
+$1.07M
5
MAC icon
Macerich
MAC
+$1M

Sector Composition

1 Technology 26.1%
2 Financials 9.58%
3 Consumer Staples 5.79%
4 Communication Services 5.59%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.53%
2,306
+252
52
$1.34M 0.52%
15,487
-393
53
$1.29M 0.51%
12,011
-478
54
$1.25M 0.49%
5,709
+76
55
$1.25M 0.49%
14,745
-130
56
$1.21M 0.48%
2,863
+28
57
$1.21M 0.47%
15,733
-464
58
$1.18M 0.46%
7,086
59
$1.18M 0.46%
+22,382
60
$1.16M 0.46%
35,683
-1,088
61
$1.16M 0.45%
2,031
-49
62
$1.16M 0.45%
22,122
-169
63
$1.15M 0.45%
8,193
-699
64
$1.13M 0.44%
8,134
65
$1.13M 0.44%
9,357
-9
66
$1.12M 0.44%
5,078
+474
67
$1.09M 0.43%
7,509
+4,357
68
$1.05M 0.41%
9,305
-493
69
$1.04M 0.41%
13,040
+240
70
$1.02M 0.4%
8,451
+255
71
$1.01M 0.4%
13,630
-122
72
$984K 0.39%
+22,414
73
$968K 0.38%
26,148
+1,425
74
$931K 0.36%
+50,674
75
$907K 0.36%
+8,509
1 2
3
4 5