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
$310M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$10.2M
3
+$8.61M
4
BAX icon
Baxter International
BAX
+$7.97M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$7.83M

Top Sells

1
+$26.8M
2
+$10.6M
3
+$9M
4
SFL icon
SFL Corp
SFL
+$8.94M
5
VZ icon
Verizon
VZ
+$8.55M

Sector Composition

1 Technology 15.61%
2 Energy 14.92%
3 Healthcare 14.2%
4 Financials 10.32%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.37M 1.41%
70,769
+40,737
27
$3.93M 1.27%
63,265
+15,326
28
$3.88M 1.25%
155,226
+140,826
29
$3.15M 1.02%
53,110
-25,112
30
$2.97M 0.96%
+30,398
31
$2.91M 0.94%
34,534
+6,809
32
$2.88M 0.93%
68,541
+8,266
33
$2.78M 0.9%
23,231
+3,558
34
$2.62M 0.85%
64,149
+30,674
35
$2.62M 0.84%
92,849
-49,321
36
$2.08M 0.67%
111,871
-481,070
37
$1.83M 0.59%
33,075
+16,280
38
$1.7M 0.55%
21,635
-400
39
$1.55M 0.5%
+61,040
40
$1.54M 0.5%
27,950
+9,325
41
$1.51M 0.49%
16,934
+1,694
42
$1.33M 0.43%
+17,420
43
$1.32M 0.43%
+21,725
44
$1.17M 0.38%
31,350
+18,591
45
$1.17M 0.38%
32,273
-153,875
46
$1.15M 0.37%
23,778
+9,841
47
$1.06M 0.34%
6,127
+2,952
48
$1.03M 0.33%
+12,000
49
$1.02M 0.33%
+22,650
50
$895K 0.29%
21,132
-5,183
1
2
3 4 5