LCM

Lucerne Capital Management Portfolio holdings

AUM $300K
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$8.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$138M 100%
7,455,917
+1,345,627