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
$304M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$1.28M
3
+$576K
4
BAX icon
Baxter International
BAX
+$441K
5
MPW icon
Medical Properties Trust
MPW
+$411K

Top Sells

1
+$6.93M
2
+$704K
3
+$654K
4
NEM icon
Newmont
NEM
+$490K
5
AAPL icon
Apple
AAPL
+$341K

Sector Composition

1 Technology 16.92%
2 Healthcare 14.75%
3 Financials 12.05%
4 Energy 11.01%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 1.35%
70,769
27
$4.07M 1.34%
62,678
-587
28
$3.8M 1.25%
149,076
-6,150
29
$3.2M 1.05%
29,473
-925
30
$3.18M 1.05%
53,653
+543
31
$3.18M 1.04%
187,771
+75,900
32
$3.08M 1.01%
67,000
-1,541
33
$2.79M 0.92%
34,558
+24
34
$2.72M 0.89%
22,932
-299
35
$2.69M 0.88%
95,695
+2,846
36
$2.65M 0.87%
63,789
-360
37
$1.72M 0.57%
20,563
-1,072
38
$1.57M 0.52%
16,834
-100
39
$1.44M 0.47%
32,350
-725
40
$1.41M 0.46%
27,375
-575
41
$1.37M 0.45%
8,269
-41,934
42
$1.28M 0.42%
21,300
-425
43
$1.26M 0.42%
16,840
-580
44
$1.21M 0.4%
23,637
-141
45
$1.17M 0.39%
30,900
-450
46
$1.11M 0.37%
6,127
47
$982K 0.32%
30,750
-1,523
48
$918K 0.3%
12,000
49
$917K 0.3%
39,780
-21,260
50
$897K 0.3%
21,032
-100
1
2
3 4 5