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
$194M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Sells

1 +$4.63M
2 +$4.23M
3 +$1.35M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$354K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$354K

Sector Composition

1 Technology 15.85%
2 Financials 10%
3 Consumer Discretionary 8.55%
4 Healthcare 8.31%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$265K 0.14%
+2,542
127
$250K 0.13%
+2,907
128
$247K 0.13%
2,904
129
$243K 0.13%
+1,100
130
$239K 0.12%
5,061
+186
131
$236K 0.12%
+810
132
$235K 0.12%
3,372
133
$231K 0.12%
+1,213
134
$219K 0.11%
+835
135
$202K 0.1%
17,000
136
$201K 0.1%
+8,315
137
$199K 0.1%
20,000
138
$198K 0.1%
39,424
139
$165K 0.09%
+15,000
140
$30.9K 0.02%
655
141
-20,000
142
-7,536