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
$346M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.36M
3
+$4.51M
4
DIS icon
Walt Disney
DIS
+$3.72M
5
GILD icon
Gilead Sciences
GILD
+$1.33M

Top Sells

1
+$7.55M
2
+$1.2M
3
+$939K
4
T icon
AT&T
T
+$415K
5
SCG
Scana
SCG
+$344K

Sector Composition

1 Healthcare 19.85%
2 Technology 14.64%
3 Industrials 14.37%
4 Communication Services 10.24%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 1.47%
53,042
+47,160
27
$4.75M 1.37%
142,170
+18,190
28
$4.16M 1.2%
60,275
-950
29
$3.77M 1.09%
47,939
-1,393
30
$3.72M 1.08%
+38,068
31
$3.67M 1.06%
68,465
+1,415
32
$3.32M 0.96%
27,725
-350
33
$3.14M 0.91%
29,995
-850
34
$2.88M 0.83%
19,673
-239
35
$2.52M 0.73%
79,655
+21,360
36
$2.3M 0.67%
30,032
-12,247
37
$1.87M 0.54%
22,035
38
$1.61M 0.47%
15,240
39
$1.36M 0.39%
66,547
-1,075
40
$1.32M 0.38%
33,475
-6,920
41
$1.23M 0.36%
18,625
-2,728
42
$1.19M 0.35%
26,315
-400
43
$1.02M 0.3%
13,937
-800
44
$980K 0.28%
6,499
45
$978K 0.28%
30,000
46
$974K 0.28%
50,775
-3,350
47
$970K 0.28%
16,795
-2,550
48
$872K 0.25%
3,925
-1,000
49
$846K 0.24%
35,451
-8,000
50
$796K 0.23%
26,739
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2
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