LCM

Leisure Capital Management Portfolio holdings

AUM $302M
1-Year Est. Return 23.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.32%
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 +$490K
2 +$444K
3 +$375K
4
FDX icon
FedEx
FDX
+$369K
5
CCL icon
Carnival Corp
CCL
+$355K

Top Sells

1 +$1.25M
2 +$763K
3 +$594K
4
MSFT icon
Microsoft
MSFT
+$526K
5
GD icon
General Dynamics
GD
+$510K

Sector Composition

1 Financials 15.26%
2 Technology 10.85%
3 Industrials 9.65%
4 Healthcare 8.92%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-36,185
152
-16,810