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
$106M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$998K
2 +$971K
3 +$959K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$926K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$807K

Top Sells

1 +$3.66M
2 +$2.51M
3 +$982K
4
IBM icon
IBM
IBM
+$807K
5
ANDV
Andeavor
ANDV
+$768K

Sector Composition

1 Financials 11.59%
2 Technology 10.53%
3 Industrials 8.2%
4 Healthcare 7.91%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$5K ﹤0.01%
145
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127
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128
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129
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130
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131
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132
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135
-3,888
136
-27,391
137
-5,000
138
-7,036
139
-11,706