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LCM

Lucerne Capital Management Portfolio holdings

AUM $300K
This Fund
S&P 500
This Quarter Est. Return
-12.95%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$138M
AUM Growth
+$8.06M
Cap. Flow
+$27.6M
Cap. Flow %
20%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

1
OPTU
Optimum Communications Inc
OPTU
+$27.6M

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
OPTU
1
Optimum Communications Inc
OPTU
$419M
$138M 100%
7,455,917
+1,345,627
+22% +$27.6M

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