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
$304M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$1.28M
3
+$576K
4
BAX icon
Baxter International
BAX
+$441K
5
MPW icon
Medical Properties Trust
MPW
+$411K

Top Sells

1
+$6.93M
2
+$704K
3
+$654K
4
NEM icon
Newmont
NEM
+$490K
5
AAPL icon
Apple
AAPL
+$341K

Sector Composition

1 Technology 16.92%
2 Healthcare 14.75%
3 Financials 12.05%
4 Energy 11.01%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$880K 0.29%
22,550
-100
52
$794K 0.26%
6,025
53
$742K 0.24%
31,600
54
$704K 0.23%
12,445
55
$683K 0.22%
31,600
56
$635K 0.21%
8,494
-1,000
57
$632K 0.21%
5,147
-230
58
$630K 0.21%
7,916
-20
59
$603K 0.2%
8,494
60
$577K 0.19%
4,180
61
$557K 0.18%
13,963
-200
62
$546K 0.18%
2,757
63
$511K 0.17%
5,110
+150
64
$502K 0.17%
11,229
+125
65
$488K 0.16%
5,200
66
$486K 0.16%
5,634
67
$486K 0.16%
7,645
-40
68
$472K 0.16%
13,200
69
$446K 0.15%
3,835
70
$446K 0.15%
8,848
71
$437K 0.14%
15,041
+8,122
72
$432K 0.14%
6,025
73
$422K 0.14%
6,600
74
$382K 0.13%
4,700
75
$381K 0.13%
3,300
-50
1 2
3
4 5