LHCM

Lloyd Harbor Capital Management Portfolio holdings

AUM $143M
1-Year Est. Return 6.12%
This Quarter Est. Return
1 Year Est. Return
+6.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$15.1M
3 +$12.8M
4
CCJ icon
Cameco
CCJ
+$10.4M
5
EU
enCore Energy
EU
+$10M

Top Sells

1 +$17M
2 +$14.1M
3 +$13.5M
4
AGI icon
Alamos Gold
AGI
+$9.25M
5
FCX icon
Freeport-McMoran
FCX
+$8.02M

Sector Composition

1 Energy 63.49%
2 Materials 25.13%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-300,000
27
-145,000
28
-69,926
29
-486,914
30
-228,715