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
$107M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$470K
2 +$368K
3 +$248K
4
PGH
Pengrowth Energy Corporation
PGH
+$186K
5
UPS icon
United Parcel Service
UPS
+$97.6K

Top Sells

1 +$2.41M
2 +$298K
3 +$222K
4
SEIC icon
SEI Investments
SEIC
+$207K
5
ENZ
Enzo Biochem, Inc.
ENZ
+$170K

Sector Composition

1 Financials 12.94%
2 Industrials 10.54%
3 Technology 9.86%
4 Healthcare 9.77%
5 Energy 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-18,821
102
-11,445
103
-4,305
104
-28,441