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LCM

Lucerne Capital Management Portfolio holdings

AUM $300K
This Fund
S&P 500
This Quarter Est. Return
+13.36%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$167M
AUM Growth
+$16.8M
Cap. Flow
-$3.16M
Cap. Flow %
-1.9%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
OPTU
Optimum Communications Inc
OPTU
+$3.16M

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
$167M 100%
6,841,356
-133,168
-2% -$3.16M

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