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
$384M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.1M
3
+$4.42M
4
TGI
Triumph Group
TGI
+$4.03M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.29M

Top Sells

1
+$4.8M
2
+$3.03M
3
+$2.31M
4
EGHT icon
8x8 Inc
EGHT
+$1.77M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.74M

Sector Composition

1 Industrials 18.3%
2 Technology 17.79%
3 Consumer Discretionary 14.68%
4 Energy 8.52%
5 Healthcare 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.78M 0.72%
87,661
52
$2.77M 0.72%
23,000
53
$2.71M 0.71%
144,534
+19,072
54
$2.68M 0.7%
80,000
55
$2.67M 0.7%
192,500
+50,000
56
$2.67M 0.69%
235,666
57
$2.57M 0.67%
34,280
58
$2.57M 0.67%
100,000
59
$2.53M 0.66%
20,866
60
$2.5M 0.65%
+200,000
61
$2.48M 0.65%
78,701
+20,000
62
$2.47M 0.64%
333,921
63
$2.44M 0.63%
+86,506
64
$2.44M 0.63%
59,000
65
$2.41M 0.63%
255,090
66
$2.4M 0.62%
38,331
+13,000
67
$2.37M 0.62%
200,000
68
$2.36M 0.61%
+25,000
69
$2.3M 0.6%
20,000
70
$2.25M 0.59%
481,688
71
$2.25M 0.59%
6,700
72
$2.2M 0.57%
101,204
-5,000
73
$2.11M 0.55%
85,000
+55,000
74
$2.09M 0.55%
+35,000
75
$2.06M 0.54%
149,865
1 2
3
4 5