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
$255M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.1M
3
+$3.62M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.47M
5
MNST icon
Monster Beverage
MNST
+$1.18M

Top Sells

1
+$1.25M
2
+$1.18M
3
+$1.11M
4
FDX icon
FedEx
FDX
+$1.07M
5
MAC icon
Macerich
MAC
+$1M

Sector Composition

1 Technology 26.1%
2 Financials 9.58%
3 Consumer Staples 5.79%
4 Communication Services 5.59%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,653
152
– –
-54,969
153
– –
-3,593
154
– –
-18,333
155
– –
-1,029
3 4 5 6
7