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
$300M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.1M
3
+$1.26M
4
GM icon
General Motors
GM
+$1.25M
5
VZ icon
Verizon
VZ
+$598K

Top Sells

1
+$4.99M
2
+$2.02M
3
+$1.37M
4
WM icon
Waste Management
WM
+$211K
5
BCE icon
BCE
BCE
+$202K

Sector Composition

1 Technology 19.92%
2 Healthcare 15.69%
3 Financials 11.25%
4 Consumer Staples 7.78%
5 Communication Services 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.54M 1.51%
54,382
-100
27
$4.51M 1.5%
118,837
-53,103
28
$4.19M 1.4%
71,208
+439
29
$4.1M 1.37%
+41,775
30
$3.99M 1.33%
41,374
-1,125
31
$3.05M 1.02%
154,781
+4,900
32
$3M 1%
31,341
-42
33
$2.96M 0.99%
60,500
-650
34
$2.86M 0.95%
22,185
35
$2.81M 0.94%
88,412
+396
36
$2.64M 0.88%
53,732
-898
37
$2.15M 0.72%
90,900
-900
38
$1.64M 0.55%
20,948
39
$1.57M 0.52%
23,637
40
$1.41M 0.47%
15,064
+55
41
$1.31M 0.44%
30,148
-2,950
42
$1.3M 0.43%
22,725
-1,650
43
$1.28M 0.43%
62,875
-650
44
$1.14M 0.38%
24,470
-400
45
$940K 0.31%
5,925
-100
46
$895K 0.3%
22,050
-400
47
$782K 0.26%
18,530
+1,515
48
$781K 0.26%
19,919
-713
49
$735K 0.24%
30,000
50
$719K 0.24%
27,225
+3,435
1
2
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