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
$262M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$6.73M
2 +$5.11M
3 +$4.58M
4
GLW icon
Corning
GLW
+$4.58M
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$4.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.39%
2 Industrials 14.35%
3 Energy 10.36%
4 Healthcare 10.18%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.73M 2.57%
+194,810
2
$5.11M 1.95%
+148,921
3
$4.58M 1.74%
+662,348
4
$4.58M 1.74%
+321,510
5
$4.57M 1.74%
+155,193
6
$4.36M 1.66%
+308,000
7
$4.35M 1.66%
+618,491
8
$4.24M 1.62%
+12,081,000
9
$4.23M 1.61%
+99,362
10
$4.21M 1.61%
+2,240,678
11
$3.79M 1.44%
+56,981
12
$3.7M 1.41%
+150,967
13
$3.65M 1.39%
+119,408
14
$3.55M 1.35%
+68,181
15
$3.4M 1.29%
+43,831
16
$3.31M 1.26%
+135,424
17
$3.22M 1.23%
+77,921
18
$3.21M 1.22%
+413,482
19
$3.11M 1.18%
+121,648
20
$2.96M 1.13%
+513,698
21
$2.93M 1.12%
+84,737
22
$2.86M 1.09%
+388,001
23
$2.8M 1.07%
+97,402
24
$2.75M 1.05%
+330,766
25
$2.73M 1.04%
+54,323