LCM

Leisure Capital Management Portfolio holdings

AUM $265M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92M
AUM Growth
-$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$384K
2 +$338K
3 +$335K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$327K
5
AERI
Aerie Pharmaceuticals
AERI
+$252K

Top Sells

1 +$1.7M
2 +$661K
3 +$494K
4
HRB icon
H&R Block
HRB
+$461K
5
FTI icon
TechnipFMC
FTI
+$220K

Sector Composition

1 Financials 14.44%
2 Industrials 11.49%
3 Healthcare 10.54%
4 Energy 9.7%
5 Technology 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,470