LCM

LVM Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 32.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.15M
3
+$693K
4
FTNT icon
Fortinet
FTNT
+$679K
5
UBER icon
Uber
UBER
+$628K

Top Sells

1
+$6.64M
2
+$3.11M
3
+$1.77M
4
AAPL icon
Apple
AAPL
+$1.36M
5
ICLR icon
Icon
ICLR
+$1.27M

Sector Composition

1 Technology 36%
2 Healthcare 15.52%
3 Financials 8.4%
4 Industrials 7.03%
5 Consumer Staples 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.1%
48,408
+1,233
27
$11.1M 1.07%
113,447
+6,720
28
$11M 1.06%
248,439
+8,550
29
$10.9M 1.05%
53,543
+6,017
30
$10.1M 0.97%
25,840
-4,230
31
$10.1M 0.97%
89,879
+1,761
32
$8.55M 0.82%
30,288
-333
33
$8.28M 0.8%
324,920
+3,065
34
$8.21M 0.79%
97,662
+7,605
35
$8.06M 0.77%
46,605
-59
36
$7.17M 0.69%
106,142
+5,543
37
$6.88M 0.66%
137,719
-1,660
38
$6.8M 0.65%
30,798
+40
39
$6.46M 0.62%
41,602
-7,186
40
$5.77M 0.55%
32,989
-7,614
41
$5.69M 0.55%
86,099
+180
42
$4.98M 0.48%
60,311
+1,875
43
$4.97M 0.48%
61,624
+1,326
44
$4.87M 0.47%
9,758
-892
45
$4.54M 0.44%
74,602
-1,000
46
$4.26M 0.41%
37,209
-1,291
47
$3.95M 0.38%
24,373
-193
48
$3.9M 0.37%
142,904
+1,879
49
$3.88M 0.37%
29,009
-644
50
$3.52M 0.34%
41,557
-6,328
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