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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$10.3M
3
+$10.3M
4
UTZ icon
Utz Brands
UTZ
+$10.3M
5
LAZR icon
Luminar Technologies
LAZR
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 36.1%
2 Consumer Staples 19.98%
3 Technology 17.15%
4 Consumer Discretionary 9.89%
5 Healthcare 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 7.58%
+3,000,000
2
$10.3M 2.37%
+1,000,000
3
$10.3M 2.36%
+50,000
4
$10.3M 2.35%
+1,000,000
5
$10.2M 2.34%
+66,667
6
$7.99M 1.83%
+300,000
7
$5.6M 1.28%
+400,000
8
$5.21M 1.19%
+521,411
9
$4.14M 0.95%
+400,000
10
$2.31M 0.53%
+1,000,000
11
$1.76M 0.4%
+100,000
12
$1.29M 0.3%
+1,000,000
13
$465K 0.11%
+300,000
14
$138K 0.03%
+250,000
15
– –
0
16
– –
0
17
– –
0