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LCM

Lucerne Capital Management Portfolio holdings

AUM $300K
This Fund
S&P 500
This Quarter Est. Return
-7.68%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
-$6.27M
Cap. Flow
+$4.67M
Cap. Flow %
3.55%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

1
OPTU
Optimum Communications Inc
OPTU
+$4.67M

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
$132M 100%
7,708,872
+252,955
+3% +$4.67M

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