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
$251M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.3M
3
+$10.3M
4
CSCO icon
Cisco
CSCO
+$9.98M
5
AAPL icon
Apple
AAPL
+$9.03M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 18.27%
2 Technology 14.9%
3 Energy 12.99%
4 Healthcare 11.69%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$663K 0.26%
+5,963
52
$652K 0.26%
+32,000
53
$650K 0.26%
+10,750
54
$636K 0.25%
+11,116
55
$581K 0.23%
+6,864
56
$580K 0.23%
+10,407
57
$579K 0.23%
+16,793
58
$565K 0.23%
+11,700
59
$540K 0.22%
+4,530
60
$527K 0.21%
+6,370
61
$500K 0.2%
+7,634
62
$489K 0.19%
+4,365
63
$474K 0.19%
+31,800
64
$473K 0.19%
+20,000
65
$472K 0.19%
+9,459
66
$472K 0.19%
+5,900
67
$448K 0.18%
+11,647
68
$446K 0.18%
+8,449
69
$439K 0.17%
+9,048
70
$429K 0.17%
+14,013
71
$429K 0.17%
+11,860
72
$423K 0.17%
+11,064
73
$413K 0.16%
+8,494
74
$398K 0.16%
+2,757
75
$386K 0.15%
+9,348
1 2
3
4 5