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
151
$735K 0.19%
+2,500
152
$715K 0.19%
114,293
-27,000
153
$674K 0.18%
+133,417
154
$673K 0.18%
+117,816
155
$661K 0.17%
+50,000
156
$637K 0.17%
+230,000
157
$614K 0.16%
32,735
-30,000
158
$543K 0.14%
+1,706
159
$454K 0.12%
90,000
160
$449K 0.12%
+16,959
161
$448K 0.12%
+98,900
162
$441K 0.11%
+110,074
163
$412K 0.11%
96,671
164
$388K 0.1%
38,961
165
$387K 0.1%
+21,855
166
$335K 0.09%
+35,160
167
$269K 0.07%
+1,500
168
$163K 0.04%
+2,753
169
$159K 0.04%
34,995
170
– –
-60,000
171
– –
-195,173
172
– –
-265,641
173
– –
-147,000
174
– –
-25,000
175
– –
-51,700
4 5 6
7
8