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
$296M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.42M
3
+$3.35M
4
MESG
XURA INC COM (DE)
MESG
+$2.97M
5
XPRO icon
Expro
XPRO
+$2.15M

Top Sells

1
+$2.5M
2
+$2.48M
3
+$2.27M
4
KO icon
Coca-Cola
KO
+$2.03M
5
PLCE icon
Children's Place
PLCE
+$1.89M

Sector Composition

1 Technology 18.63%
2 Industrials 17.88%
3 Energy 12.69%
4 Consumer Discretionary 12.03%
5 Financials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.07M 2.05%
276,510
-25,000
2
$5.73M 1.94%
175,000
3
$5.37M 1.81%
147,000
+7,000
4
$4.62M 1.56%
58,432
5
$4.58M 1.55%
75,000
+5,000
6
$4.22M 1.43%
498,829
7
$4.09M 1.38%
85,000
8
$4.07M 1.38%
223,055
9
$4.05M 1.37%
116,000
10
$4M 1.35%
190,080
+28,512
11
$4M 1.35%
+86,000
12
$3.96M 1.34%
40,000
13
$3.93M 1.33%
146,592
+31,710
14
$3.89M 1.31%
144,810
15
$3.83M 1.29%
100,000
16
$3.8M 1.29%
150,000
17
$3.75M 1.27%
90,000
18
$3.63M 1.23%
100,000
19
$3.61M 1.22%
82,323
20
$3.58M 1.21%
68,181
21
$3.52M 1.19%
2,400
22
$3.42M 1.16%
+310,000
23
$3.41M 1.15%
64,921
24
$3.35M 1.13%
387,348
-20,000
25
$3.35M 1.13%
+100,000
1
2 3 4 5