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
$299M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.92M
3
+$3.4M
4
SFL icon
SFL Corp
SFL
+$2.27M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.31M

Top Sells

1
+$3.01M
2
+$1.97M
3
+$1.64M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.39M
5
AAPL icon
Apple
AAPL
+$1.13M

Sector Composition

1 Technology 18.52%
2 Healthcare 14.17%
3 Financials 10.85%
4 Consumer Staples 8.33%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$713K 0.24%
31,600
52
$694K 0.23%
4,522
-298
53
$665K 0.22%
12,123
-322
54
$652K 0.22%
8,494
55
$652K 0.22%
2,757
56
$641K 0.21%
+23,790
57
$640K 0.21%
16,950
-13,350
58
$631K 0.21%
5,334
59
$630K 0.21%
18,400
-200
60
$603K 0.2%
4,180
61
$601K 0.2%
5,055
-155
62
$591K 0.2%
9,500
-100
63
$568K 0.19%
8,494
64
$562K 0.19%
5,200
65
$543K 0.18%
6,025
66
$521K 0.17%
18,513
+6,885
67
$433K 0.15%
7,642
68
$402K 0.13%
+11,260
69
$383K 0.13%
2,850
70
$382K 0.13%
7,000
71
$365K 0.12%
3,900
72
$363K 0.12%
7,186
73
$356K 0.12%
8,250
-425
74
$345K 0.12%
8,200
75
$341K 0.11%
8,233
-5,405
1 2
3
4 5