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
$134M
AUM Growth
+$9.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$948K
3 +$832K
4
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$401K
5
NVDA icon
NVIDIA
NVDA
+$246K

Top Sells

1 +$652K
2 +$645K
3 +$574K
4
TSLA icon
Tesla
TSLA
+$435K
5
RTX icon
RTX Corp
RTX
+$257K

Sector Composition

1 Technology 19.09%
2 Financials 9.95%
3 Consumer Discretionary 9.19%
4 Industrials 8.49%
5 Healthcare 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,835
127
-10,585