LCM

Leisure Capital Management Portfolio holdings

AUM $302M
1-Year Est. Return 23.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.32%
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 +$412K
2 +$405K
3 +$404K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$347K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$271K

Top Sells

1 +$1.7M
2 +$660K
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 9.76%
5 Technology 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,546