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
$415M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.74M
3
+$1.06M
4
UNH icon
UnitedHealth
UNH
+$650K
5
XOM icon
Exxon Mobil
XOM
+$531K

Top Sells

1
+$28.5M
2
+$6.39M
3
+$987K
4
AAPL icon
Apple
AAPL
+$487K
5
WU icon
Western Union
WU
+$419K

Sector Composition

1 Technology 22.46%
2 Healthcare 17.09%
3 Real Estate 9.55%
4 Communication Services 8.3%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.96M 1.44%
145,340
+6,707
27
$4.69M 1.13%
67,014
-435
28
$4.68M 1.13%
47,470
+3,850
29
$4.49M 1.08%
83,230
+2,920
30
$4.49M 1.08%
26,605
+639
31
$4.06M 0.98%
50,283
-1,584
32
$3.86M 0.93%
59,795
+6,900
33
$3.85M 0.93%
67,835
+7,305
34
$3.6M 0.87%
42,243
-1,300
35
$3.53M 0.85%
43,378
-349,975
36
$3.47M 0.84%
27,460
-150
37
$3.42M 0.83%
99,475
+324
38
$3.02M 0.73%
18,350
+209
39
$2.78M 0.67%
75,655
+5,060
40
$2.38M 0.57%
159,050
-2,100
41
$2.29M 0.55%
8,426
-354
42
$1.95M 0.47%
70,839
-5,840
43
$1.91M 0.46%
31,354
+444
44
$1.74M 0.42%
41,933
+1,555
45
$1.71M 0.41%
25,999
-1,544
46
$1.47M 0.35%
13,509
+250
47
$1.38M 0.33%
17,654
48
$1.29M 0.31%
19,528
+400
49
$1.07M 0.26%
24,438
+800
50
$1.04M 0.25%
3,370
-300
1
2
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