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
$301M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.6M
3
+$407K
4
MET icon
MetLife
MET
+$366K
5
KMI icon
Kinder Morgan
KMI
+$347K

Top Sells

1
+$3.87M
2
+$3.23M
3
+$2.13M
4
LYB icon
LyondellBasell Industries
LYB
+$2.08M
5
WMT icon
Walmart
WMT
+$1.07M

Sector Composition

1 Technology 17.85%
2 Healthcare 15.53%
3 Financials 11.39%
4 Consumer Staples 9.39%
5 Energy 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$739K 0.25%
4,820
-1,307
52
$710K 0.24%
8,494
53
$674K 0.22%
12,445
54
$668K 0.22%
6,933
-983
55
$663K 0.22%
9,600
-2,400
56
$655K 0.22%
18,600
+5,400
57
$631K 0.21%
5,210
+63
58
$629K 0.21%
2,757
59
$628K 0.21%
4,180
60
$585K 0.19%
8,494
61
$564K 0.19%
13,638
-325
62
$553K 0.18%
4,613
-3,656
63
$550K 0.18%
5,200
64
$544K 0.18%
6,025
65
$539K 0.18%
5,334
-300
66
$525K 0.17%
5,025
-85
67
$459K 0.15%
7,140
-505
68
$442K 0.15%
6,460
-140
69
$408K 0.14%
7,642
-1,206
70
$390K 0.13%
7,000
71
$390K 0.13%
8,675
72
$385K 0.13%
7,186
-300
73
$365K 0.12%
3,200
-100
74
$364K 0.12%
9,509
-1,720
75
$360K 0.12%
3,240
1 2
3
4 5