LCM

LVM Capital Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 23.96%
This Quarter Est. Return
1 Year Est. Return
+23.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.3M
3
+$10.3M
4
CSCO icon
Cisco
CSCO
+$9.98M
5
AAPL icon
Apple
AAPL
+$9.03M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 18.27%
2 Technology 14.9%
3 Energy 12.99%
4 Healthcare 11.69%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1.7%
+70,823
27
$4.25M 1.69%
+97,190
28
$3.72M 1.48%
+75,714
29
$3.15M 1.25%
+65,960
30
$2.51M 1%
+72,023
31
$2.45M 0.98%
+70,060
32
$2.37M 0.95%
+36,709
33
$2.36M 0.94%
+25,801
34
$2.25M 0.9%
+43,623
35
$2.15M 0.86%
+80,861
36
$2M 0.8%
+34,550
37
$1.73M 0.69%
+116,221
38
$1.67M 0.66%
+21,646
39
$1.46M 0.58%
+17,861
40
$1.36M 0.54%
+31,725
41
$1.27M 0.51%
+19,195
42
$1.23M 0.49%
+26,325
43
$1.18M 0.47%
+26,494
44
$1.16M 0.46%
+33,900
45
$1.15M 0.46%
+6,311
46
$1.06M 0.42%
+9,225
47
$955K 0.38%
+23,819
48
$818K 0.33%
+18,458
49
$779K 0.31%
+11,541
50
$679K 0.27%
+18,175
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