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
76
$2.02M 0.53%
+90,749
77
$1.97M 0.51%
124,525
-60,000
78
$1.97M 0.51%
+90,085
79
$1.94M 0.51%
43,000
80
$1.92M 0.5%
68,000
81
$1.87M 0.49%
66,000
+16,000
82
$1.87M 0.49%
43,500
83
$1.86M 0.48%
+100,000
84
$1.86M 0.48%
+114,400
85
$1.82M 0.47%
64,181
-10,819
86
$1.82M 0.47%
+14,000
87
$1.77M 0.46%
87,553
88
$1.74M 0.45%
51,518
+35,893
89
$1.74M 0.45%
242,800
+105,000
90
$1.73M 0.45%
35,000
91
$1.72M 0.45%
+4,852
92
$1.72M 0.45%
245,256
93
$1.72M 0.45%
44,300
94
$1.71M 0.45%
50,000
+20,000
95
$1.71M 0.45%
37,208
96
$1.69M 0.44%
36,000
97
$1.68M 0.44%
66,200
98
$1.68M 0.44%
+86,850
99
$1.65M 0.43%
20,520
-862
100
$1.65M 0.43%
38,961
2 3
4
5 6