LCM
Leisure Capital Management Portfolio holdings
AUM
$265M
1-Year Return
16.74%
This Quarter Return
+1.3%
1 Year Return
+16.74%
3 Year Return
+68.57%
5 Year Return
+128.86%
10 Year Return
+256.41%
AUM
$112M
AUM Growth
-$299K
(-0.27%)
Cap. Flow
-$3.09M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
29.91%
Holding
113
New
8
Increased
22
Reduced
63
Closed
2
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$416K |
| 2 |
JUNO
Juno Therapeutics, Inc.
JUNO
|
$255K |
| 3 |
Precigen
PGEN
|
$231K |
| 4 |
Verizon
VZ
|
$222K |
| 5 |
McKesson
MCK
|
$220K |
Top Sells
Sector Composition
| 1 | Financials | 15.37% |
| 2 | Industrials | 10.4% |
| 3 | Technology | 9.85% |
| 4 | Healthcare | 8.5% |
| 5 | Energy | 8.46% |
