LCM

LH Capital Markets Portfolio holdings

AUM $3.65M
1-Year Est. Return 18.28%
This Quarter Est. Return
1 Year Est. Return
-18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$23.7M
3
+$16.4M
4
RTP.U
Reinvent Technology Partners Units, each consisting of one Class A ordinary share and one-fourth of
RTP.U
+$16.1M
5
UWMC icon
UWM Holdings
UWMC
+$15.5M

Top Sells

1
+$50.3M
2
+$36.8M
3
+$34.1M
4
CLOV icon
Clover Health Investments
CLOV
+$33.6M
5
ADV icon
Advantage Solutions
ADV
+$25.4M

Sector Composition

1 Industrials 13.41%
2 Communication Services 13.39%
3 Consumer Discretionary 12.68%
4 Financials 11.11%
5 Healthcare 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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0
53
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54
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-25,000
55
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-1,000,000
56
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-3,500,000
57
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-3,200,000
58
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59
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-800,000
60
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-1,100,000
1 2
3