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
$279M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.25M
3
+$3.12M
4
WSTC
West Corporation
WSTC
+$2.75M
5
GE icon
GE Aerospace
GE
+$2.59M

Top Sells

1
+$4.63M
2
+$2.43M
3
+$2.27M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$2M
5
NX icon
Quanex
NX
+$1.99M

Sector Composition

1 Industrials 18.3%
2 Technology 18.07%
3 Consumer Discretionary 11.89%
4 Energy 11.81%
5 Healthcare 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.83%
235,666
52
$2.27M 0.82%
180,000
-69,803
53
$2.27M 0.81%
130,016
54
$2.25M 0.81%
213,601
55
$2.19M 0.79%
+100,000
56
$2.19M 0.79%
292,500
57
$2.18M 0.78%
173,074
58
$2.17M 0.78%
+177,500
59
$2.15M 0.77%
20,000
60
$2.07M 0.74%
675,000
61
$2.07M 0.74%
+51,000
62
$2.05M 0.74%
199,726
63
$2.03M 0.73%
52,597
64
$2.01M 0.72%
76,974
65
$2M 0.72%
+76,700
66
$2M 0.72%
100,000
+50,000
67
$1.99M 0.71%
30,000
+10,000
68
$1.95M 0.7%
21,382
69
$1.94M 0.7%
81,701
70
$1.94M 0.69%
110,200
71
$1.93M 0.69%
29,842
72
$1.89M 0.68%
37,997
73
$1.84M 0.66%
80,301
+3,787
74
$1.84M 0.66%
+50,000
75
$1.84M 0.66%
55,574
-10,854
1 2
3
4 5