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
$419M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.61M
3
+$7.07M
4
INTC icon
Intel
INTC
+$3.17M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$536K

Top Sells

1
+$22.5M
2
+$3.06M
3
+$3.04M
4
NYRT
New York REIT, Inc.
NYRT
+$1.43M
5
VZ icon
Verizon
VZ
+$1.05M

Sector Composition

1 Healthcare 18.73%
2 Technology 18.06%
3 Industrials 13.76%
4 Communication Services 9.69%
5 Real Estate 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.16M 1.47%
55,482
-212
27
$5.72M 1.37%
88,727
+975
28
$5.27M 1.26%
75,431
+689
29
$4.99M 1.19%
130,642
+9,571
30
$4.51M 1.08%
39,875
-26,860
31
$4.25M 1.01%
29,890
-25
32
$3.85M 0.92%
45,058
-1,166
33
$3.67M 0.88%
45,257
+25
34
$3.58M 0.85%
56,390
-590
35
$3.29M 0.79%
28,010
-500
36
$3.23M 0.77%
18,375
-107
37
$2.38M 0.57%
163,800
-800
38
$2.27M 0.54%
9,027
-35
39
$2.2M 0.53%
63,835
+5,000
40
$2.11M 0.5%
23,209
-26
41
$1.85M 0.44%
61,731
+425
42
$1.73M 0.41%
39,553
+12,255
43
$1.72M 0.41%
32,160
-1,625
44
$1.61M 0.39%
27,543
45
$1.5M 0.36%
13,459
-431
46
$1.13M 0.27%
21,600
47
$1.12M 0.27%
24,838
48
$1.06M 0.25%
3,670
+45
49
$916K 0.22%
26,919
50
$896K 0.21%
24,464
-5,136
1
2
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