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
151
– –
-200,000
152
– –
-373,786
153
– –
-263,054
154
– –
-161,242
155
– –
-451,370
156
– –
-49,019
157
– –
-1,105
3 4 5 6
7