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
1
$6.66M 2.61%
200,000
+44,807
2
$5.66M 2.22%
150,000
3
$5.37M 2.1%
301,510
-20,000
4
$4.63M 1.81%
363,001
-25,000
5
$4.33M 1.7%
488,698
-25,000
6
$3.96M 1.55%
422,348
-190,000
7
$3.85M 1.51%
72,181
+4,000
8
$3.85M 1.51%
68,432
+10,000
9
$3.82M 1.49%
46,000
-10,981
10
$3.77M 1.48%
80,000
+5,000
11
$3.74M 1.46%
100,000
+30,190
12
$3.73M 1.46%
161,568
+71,280
13
$3.62M 1.42%
223,055
14
$3.56M 1.39%
106,089
-24,335
15
$3.56M 1.39%
263,651
+50,000
16
$3.53M 1.38%
99,408
+10,000
17
$3.18M 1.25%
82,323
18
$3.09M 1.21%
674,400
+400,000
19
$3.08M 1.21%
47,500
+27,000
20
$3.02M 1.18%
483,329
+54,847
21
$2.95M 1.15%
64,921
22
$2.94M 1.15%
190,588
+50,000
23
$2.9M 1.14%
+110,000
24
$2.88M 1.13%
35,000
-4,000
25
$2.88M 1.13%
340,950
1
2 3 4 5