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
$185M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$3.05M
2 +$1.65M
3 +$1.48M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1M
5
CCI icon
Crown Castle
CCI
+$920K

Top Sells

1 +$1.27M
2 +$863K
3 +$854K
4
GNRC icon
Generac Holdings
GNRC
+$839K
5
SHM icon
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$792K

Sector Composition

1 Technology 21.18%
2 Financials 10.5%
3 Consumer Discretionary 7.67%
4 Healthcare 7.27%
5 Consumer Staples 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$106K 0.06%
10,083
127
$8.76K ﹤0.01%
529
128
-1,024
129
-3,123
130
-7,699
131
-45,611
132
-10,248
133
-15,000
134
-28,318