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
$251M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.39M
3
+$1.18M
4
ADEA icon
Adeia
ADEA
+$1.16M
5
CPRT icon
Copart
CPRT
+$1.09M

Top Sells

1
+$4.36M
2
+$4.16M
3
+$3.83M
4
ASTE icon
Astec Industries
ASTE
+$2.39M
5
KLAC icon
KLA
KLAC
+$2.28M

Sector Composition

1 Technology 18.13%
2 Industrials 15.21%
3 Energy 11.73%
4 Healthcare 10.2%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.02M 2%
388,001
2
$4.96M 1.97%
150,000
+101,286
3
$4.89M 1.95%
612,348
-50,000
4
$4.75M 1.89%
155,193
5
$4.7M 1.87%
12,081,000
6
$4.69M 1.87%
321,510
7
$4.41M 1.75%
56,981
8
$4.13M 1.64%
513,698
9
$4.05M 1.61%
130,424
-5,000
10
$3.88M 1.54%
75,000
-24,362
11
$3.75M 1.49%
68,181
12
$3.4M 1.35%
135,967
-15,000
13
$3.28M 1.31%
54,323
14
$3.13M 1.25%
58,432
15
$3.03M 1.2%
106,648
-15,000
16
$2.96M 1.18%
82,323
-66,598
17
$2.96M 1.18%
39,000
-4,831
18
$2.95M 1.17%
89,408
-30,000
19
$2.95M 1.17%
428,482
+15,000
20
$2.93M 1.16%
246,929
21
$2.92M 1.16%
97,402
22
$2.79M 1.11%
80,000
-4,737
23
$2.78M 1.11%
223,055
+15,000
24
$2.68M 1.07%
64,921
-13,000
25
$2.65M 1.06%
36,842
-7,000
1
2 3 4 5