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
51
$2.12M 0.84%
90,288
-25,423
52
$2.11M 0.84%
144,810
53
$2.1M 0.84%
235,666
54
$2.07M 0.82%
219,601
55
$2.07M 0.82%
33,958
-9,987
56
$2.01M 0.8%
24,350
57
$1.99M 0.79%
52,597
58
$1.99M 0.79%
112,043
59
$1.98M 0.79%
51,619
60
$1.97M 0.78%
81,701
61
$1.92M 0.76%
21,382
62
$1.91M 0.76%
67,810
-15,000
63
$1.91M 0.76%
152,061
64
$1.89M 0.75%
2,349
+400
65
$1.88M 0.75%
600,000
66
$1.88M 0.75%
100,000
-19,784
67
$1.87M 0.74%
199,726
68
$1.86M 0.74%
92,940
+8,440
69
$1.8M 0.72%
173,074
-22,002
70
$1.79M 0.71%
87,661
71
$1.79M 0.71%
194,803
72
$1.78M 0.71%
182,433
73
$1.74M 0.69%
42,623
-2
74
$1.72M 0.69%
212,299
-88,765
75
$1.69M 0.67%
260,847
1 2
3
4 5