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
$442M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.58M
3
+$5.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.52M
5
AMT icon
American Tower
AMT
+$854K

Top Sells

1
+$7.75M
2
+$6.09M
3
+$4.06M
4
DLR icon
Digital Realty Trust
DLR
+$943K
5
WM icon
Waste Management
WM
+$863K

Sector Composition

1 Technology 20.16%
2 Healthcare 15.99%
3 Industrials 14.08%
4 Communication Services 9.25%
5 Real Estate 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 1.29%
137,142
+6,500
27
$5.62M 1.27%
53,192
-2,290
28
$5.38M 1.22%
73,836
-1,595
29
$5.06M 1.15%
+71,290
30
$4.52M 1.02%
+76,245
31
$4.32M 0.98%
36,890
-2,985
32
$4.08M 0.92%
26,348
-3,542
33
$4.06M 0.92%
43,607
-1,650
34
$4.02M 0.91%
56,240
-150
35
$3.75M 0.85%
44,458
-600
36
$3.65M 0.83%
18,531
+156
37
$3.48M 0.79%
27,760
-250
38
$3.37M 0.76%
98,176
-177,313
39
$2.5M 0.57%
161,550
-2,250
40
$2.42M 0.55%
67,805
+3,970
41
$2.4M 0.54%
8,973
-54
42
$2.13M 0.48%
23,209
43
$2.03M 0.46%
63,529
+1,798
44
$1.82M 0.41%
40,928
+1,375
45
$1.79M 0.41%
31,460
-700
46
$1.76M 0.4%
27,543
47
$1.57M 0.35%
13,059
-400
48
$1.13M 0.26%
24,638
-200
49
$1.13M 0.25%
3,670
50
$1.1M 0.25%
21,600
1
2
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