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
76
$1.67M 0.66%
38,961
77
$1.65M 0.65%
5,602
78
$1.61M 0.64%
34,090
79
$1.51M 0.6%
112,012
80
$1.5M 0.6%
49,019
81
$1.47M 0.59%
38,961
82
$1.46M 0.58%
21,544
-4,767
83
$1.42M 0.56%
110,000
-11,752
84
$1.39M 0.55%
+318,360
85
$1.36M 0.54%
37,208
86
$1.33M 0.53%
182,427
87
$1.31M 0.52%
25,331
88
$1.3M 0.52%
48,701
89
$1.24M 0.49%
20,500
-3,239
90
$1.18M 0.47%
48,701
91
$1.18M 0.47%
267,723
92
$1.18M 0.47%
83,910
93
$1.18M 0.47%
+451,370
94
$1.16M 0.46%
+226,800
95
$1.09M 0.43%
+274,400
96
$1.08M 0.43%
95,772
97
$1.06M 0.42%
156,557
98
$1.05M 0.42%
82,723
99
$1.03M 0.41%
303,973
100
$978K 0.39%
14,608
2 3
4
5 6