LCM

Leonard Capital Management Portfolio holdings

AUM $5.25M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.39M
3
+$1.18M
4
ADEA icon
Adeia
ADEA
+$1.16M
5
CPRT icon
Copart
CPRT
+$1.09M

Top Sells

1
+$4.36M
2
+$4.16M
3
+$3.83M
4
ASTE icon
Astec Industries
ASTE
+$2.39M
5
KLAC icon
KLA
KLAC
+$2.28M

Sector Composition

1 Technology 18.13%
2 Industrials 15.21%
3 Energy 11.73%
4 Healthcare 10.2%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.65M 1.05%
128,804
27
$2.6M 1.03%
353,491
-265,000
28
$2.58M 1.03%
300,000
-30,766
29
$2.55M 1.01%
56,142
30
$2.53M 1.01%
39,280
31
$2.5M 1%
105,974
32
$2.48M 0.99%
340,950
33
$2.44M 0.97%
213,651
+25,000
34
$2.42M 0.96%
78,983
35
$2.41M 0.96%
41,883
36
$2.4M 0.96%
29,220
37
$2.4M 0.95%
30,095
38
$2.39M 0.95%
40,842
-3,000
39
$2.37M 0.94%
140,588
-25,000
40
$2.37M 0.94%
86,006
-11,075
41
$2.34M 0.93%
247,966
42
$2.33M 0.93%
142,553
43
$2.32M 0.92%
69,810
-125,000
44
$2.32M 0.92%
130,016
-10,546
45
$2.31M 0.92%
161,242
46
$2.3M 0.92%
53,571
47
$2.3M 0.91%
29,151
-3,000
48
$2.25M 0.89%
47,678
49
$2.2M 0.88%
45,000
50
$2.2M 0.87%
37,997
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