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
$101M
AUM Growth
-$495K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$801K
2 +$461K
3 +$360K
4
ACTG icon
Acacia Research
ACTG
+$292K
5
FTI icon
TechnipFMC
FTI
+$220K

Top Sells

1 +$280K
2 +$269K
3 +$237K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$222K
5
PBY
PEP BOYS MANNY MOE& JACK
PBY
+$150K

Sector Composition

1 Financials 14.37%
2 Healthcare 10.82%
3 Industrials 10.77%
4 Energy 10.37%
5 Technology 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-22,932
102
-6,197