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
$255M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.81M
3
+$1.9M
4
CPRT icon
Copart
CPRT
+$1.83M
5
HLX icon
Helix Energy Solutions
HLX
+$1.77M

Top Sells

1
+$4.7M
2
+$3.4M
3
+$2.34M
4
ACTV
Active Network Inc
ACTV
+$2.31M
5
UTHR icon
United Therapeutics
UTHR
+$2.3M

Sector Composition

1 Technology 18.66%
2 Industrials 16.15%
3 Energy 11.83%
4 Consumer Discretionary 9.93%
5 Healthcare 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.88%
182,433
52
$2.21M 0.87%
66,428
-19,578
53
$2.2M 0.86%
87,661
54
$2.17M 0.85%
52,597
55
$2.17M 0.85%
37,997
56
$2.1M 0.82%
199,726
57
$2.09M 0.82%
292,500
+24,777
58
$2.08M 0.82%
173,074
59
$2.08M 0.81%
675,000
+75,000
60
$2.06M 0.81%
41,883
61
$2M 0.78%
81,701
62
$1.99M 0.78%
100,000
63
$1.95M 0.76%
21,382
64
$1.92M 0.75%
110,200
-18,604
65
$1.9M 0.75%
+213,601
66
$1.88M 0.74%
152,061
67
$1.88M 0.73%
20,000
-9,220
68
$1.84M 0.72%
29,842
-11,000
69
$1.8M 0.7%
121,200
+45,000
70
$1.78M 0.7%
225,000
+42,573
71
$1.77M 0.69%
+76,514
72
$1.77M 0.69%
212,299
73
$1.74M 0.68%
219,601
74
$1.63M 0.64%
156,557
75
$1.61M 0.63%
38,961
1 2
3
4 5