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
$182M
AUM Growth
+$7.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Sells

1 +$3.23M
2 +$1.59M
3 +$624K
4
LLY icon
Eli Lilly
LLY
+$563K
5
CVX icon
Chevron
CVX
+$485K

Sector Composition

1 Technology 21.1%
2 Financials 10.12%
3 Consumer Discretionary 9.4%
4 Healthcare 8.48%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$104K 0.06%
+10,083
127
$19.6K 0.01%
614
-41
128
-2,130
129
-36,677