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
$279M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.25M
3
+$3.12M
4
WSTC
West Corporation
WSTC
+$2.75M
5
GE icon
GE Aerospace
GE
+$2.59M

Top Sells

1
+$4.63M
2
+$2.43M
3
+$2.27M
4
BRCD
Brocade Communications Systems, Inc. NEW
BRCD
+$2M
5
NX icon
Quanex
NX
+$1.99M

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
1
$6.28M 2.25%
301,510
2
$5.7M 2.04%
175,000
-25,000
3
$4.63M 1.66%
140,000
-10,000
4
$4.08M 1.46%
70,000
-10,000
5
$3.94M 1.41%
85,000
-14,408
6
$3.87M 1.39%
407,348
-15,000
7
$3.76M 1.35%
161,568
8
$3.75M 1.35%
223,055
9
$3.75M 1.34%
498,829
+15,500
10
$3.69M 1.32%
90,000
-10,000
11
$3.63M 1.3%
58,432
-10,000
12
$3.62M 1.3%
82,323
13
$3.47M 1.25%
+116,000
14
$3.44M 1.23%
68,181
-4,000
15
$3.42M 1.23%
144,810
16
$3.31M 1.19%
40,000
-6,000
17
$3.25M 1.17%
+100,000
18
$3.23M 1.16%
64,921
19
$3.23M 1.16%
150,000
+100,000
20
$3.18M 1.14%
300,000
-188,698
21
$3.15M 1.13%
78,983
22
$3.12M 1.12%
+293,282
23
$3.07M 1.1%
674,400
24
$3.05M 1.09%
62,678
+15,000
25
$3.04M 1.09%
56,142
1
2 3 4 5