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
$690M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.83M
3
+$2.12M
4
CVX icon
Chevron
CVX
+$1.47M
5
VZ icon
Verizon
VZ
+$1.33M

Top Sells

1
+$4.19M
2
+$1.2M
3
+$969K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$891K
5
AON icon
Aon
AON
+$874K

Sector Composition

1 Technology 23.21%
2 Healthcare 21.15%
3 Consumer Staples 11.95%
4 Industrials 6.14%
5 Real Estate 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.48%
55,728
+53,700
27
$9.98M 1.45%
190,325
+8,050
28
$9.64M 1.4%
107,401
+6,100
29
$9.57M 1.39%
22,268
+397
30
$9.53M 1.38%
68,711
+2,294
31
$9.38M 1.36%
273,296
+11,172
32
$8.95M 1.3%
23,721
+140
33
$8.85M 1.28%
93,692
-452
34
$7.22M 1.05%
79,350
+4,815
35
$6.66M 0.97%
190,125
-4,001
36
$5.7M 0.83%
74,579
+1,145
37
$5.66M 0.82%
85,480
-18,176
38
$5.12M 0.74%
78,061
+2,050
39
$5.09M 0.74%
136,018
-6,903
40
$4.9M 0.71%
33,850
+10,182
41
$4.83M 0.7%
65,078
-12,000
42
$4.78M 0.69%
31,220
43
$4.48M 0.65%
107,349
-106
44
$4.03M 0.58%
47,582
-85
45
$3.83M 0.56%
91,935
-317
46
$3.68M 0.53%
22,080
+6,526
47
$3.33M 0.48%
33,737
+955
48
$3.28M 0.48%
57,570
+9,755
49
$3.24M 0.47%
69,613
+11,870
50
$3.15M 0.46%
29,011
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