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
$436M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.54M
3
+$926K
4
HD icon
Home Depot
HD
+$887K
5
RTN
Raytheon Company
RTN
+$862K

Top Sells

1
+$3.84M
2
+$1.2M
3
+$930K
4
DLR icon
Digital Realty Trust
DLR
+$895K
5
AAPL icon
Apple
AAPL
+$834K

Sector Composition

1 Technology 23.93%
2 Healthcare 16.6%
3 Industrials 10.35%
4 Real Estate 10.12%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.71M 1.54%
56,199
+843
27
$6.54M 1.5%
+21,788
28
$6.46M 1.48%
89,235
+870
29
$5.36M 1.23%
41,339
30
$5.25M 1.2%
91,335
+9,825
31
$5.22M 1.2%
26,441
+1,425
32
$4.57M 1.05%
63,029
-270
33
$4.01M 0.92%
45,383
+15
34
$3.8M 0.87%
94,349
-3,849
35
$3.73M 0.85%
13,187
-179
36
$3.33M 0.76%
32,078
-300
37
$3.03M 0.7%
17,464
+71
38
$2.98M 0.68%
24,198
-85
39
$2.85M 0.66%
30,368
-1,504
40
$2.46M 0.56%
30,773
-127
41
$2.26M 0.52%
64,365
42
$2.26M 0.52%
21,733
+149
43
$2.19M 0.5%
58,360
-24,720
44
$2.16M 0.5%
62,385
+2,450
45
$1.56M 0.36%
38,793
-1,180
46
$1.53M 0.35%
46,385
-2,650
47
$1.5M 0.34%
12,209
+200
48
$1.24M 0.28%
25,704
+200
49
$1.19M 0.27%
20,578
-100
50
$1.15M 0.26%
24,438
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