LCM

Levitt Capital Management Portfolio holdings

AUM $41.8M
1-Year Est. Return 36.11%
This Quarter Est. Return
1 Year Est. Return
+36.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$9.47M
2
+$6.04M
3
+$2.1M
4
BHP icon
BHP
BHP
+$2M
5
META icon
Meta Platforms (Facebook)
META
+$1.98M

Top Sells

1
+$7.54M
2
+$4.87M
3
+$2.91M
4
FIO
FUSION-IO INC COM
FIO
+$950K
5
BA icon
Boeing
BA
+$606K

Sector Composition

1 Technology 12.95%
2 Materials 11.72%
3 Industrials 9.73%
4 Communication Services 8.98%
5 Energy 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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