LCM
Leisure Capital Management Portfolio holdings
AUM
$265M
This Quarter Return
+9.52%
1 Year Return
+16.74%
3 Year Return
+68.57%
5 Year Return
+128.86%
10 Year Return
+256.41%
AUM
$194M
AUM Growth
+$194M
(+17%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
7.62%
Top 10 Holdings %
Top 10 Hldgs %
28.25%
Holding
148
New
19
Increased
28
Reduced
72
Closed
2
Top Buys
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$5.49M |
| 2 |
iShares California Muni Bond ETF
CMF
|
$3.97M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.49M |
| 4 |
VanEck Short Muni ETF
SMB
|
$3.29M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$3.08M |
Top Sells
Sector Composition
| 1 | Technology | 15.85% |
| 2 | Financials | 10% |
| 3 | Consumer Discretionary | 8.55% |
| 4 | Healthcare | 8.31% |
| 5 | Industrials | 6.88% |
