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
$384M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$12.1M
3
+$4.42M
4
TGI
Triumph Group
TGI
+$4.03M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$3.29M

Top Sells

1
+$4.8M
2
+$3.03M
3
+$2.31M
4
EGHT icon
8x8 Inc
EGHT
+$1.77M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.74M

Sector Composition

1 Industrials 18.3%
2 Technology 17.79%
3 Consumer Discretionary 14.68%
4 Energy 8.52%
5 Healthcare 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 3.77%
+20,150
2
$12.1M 3.15%
+63,250
3
$6.34M 1.65%
149,810
+5,000
4
$6.08M 1.58%
300,000
+25,000
5
$5.97M 1.56%
175,000
6
$5.38M 1.4%
80,000
+60,000
7
$5M 1.3%
151,592
8
$4.86M 1.27%
498,829
9
$4.62M 1.2%
765,493
+432,693
10
$4.57M 1.19%
126,000
+10,000
11
$4.42M 1.15%
+160,000
12
$4.27M 1.11%
86,000
13
$4.25M 1.11%
51,619
14
$4.23M 1.1%
100,000
15
$4.12M 1.07%
100,000
16
$4.09M 1.07%
65,000
17
$4.02M 1.05%
135,000
18
$4.01M 1.04%
150,000
19
$3.97M 1.03%
103,432
+59,000
20
$3.81M 0.99%
82,000
21
$3.81M 0.99%
141,764
+68,257
22
$3.76M 0.98%
367,348
-20,000
23
$3.67M 0.96%
35,000
24
$3.66M 0.95%
85,000
+41,000
25
$3.56M 0.93%
64,921
1
2 3 4 5