LCM

Leisure Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 21.26%
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$6.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$482K
2 +$427K
3 +$373K
4
FDX icon
FedEx
FDX
+$350K
5
CCL icon
Carnival Corp
CCL
+$343K

Top Sells

1 +$2.41M
2 +$1.25M
3 +$763K
4
SCHW icon
Charles Schwab
SCHW
+$579K
5
MSFT icon
Microsoft
MSFT
+$524K

Sector Composition

1 Financials 15.26%
2 Technology 10.85%
3 Industrials 9.65%
4 Healthcare 8.92%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,377
152
-3,423