LCM

Leonard Capital Management Portfolio holdings

AUM $5.25M
This Fund
S&P 500
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
+$3.83M
2
+$3.35M
3
+$3.23M
4
WSTC
West Corporation
WSTC
+$2.82M
5
GE icon
GE Aerospace
GE
+$2.58M

Top Sells

1
+$4.63M
2
+$2.27M
3
+$2.08M
4
NX icon
Quanex
NX
+$1.99M
5
SFY
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
+$1.91M

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
151
– –
-363,001
152
– –
-9,869
153
– –
-1,491
3 4 5 6
7