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
$346M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.36M
3
+$4.51M
4
DIS icon
Walt Disney
DIS
+$3.72M
5
GILD icon
Gilead Sciences
GILD
+$1.33M

Top Sells

1
+$7.55M
2
+$1.2M
3
+$939K
4
T icon
AT&T
T
+$415K
5
SCG
Scana
SCG
+$344K

Sector Composition

1 Healthcare 19.85%
2 Technology 14.64%
3 Industrials 14.37%
4 Communication Services 10.24%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$792K 0.23%
6,025
52
$750K 0.22%
20,590
+550
53
$647K 0.19%
12,759
54
$625K 0.18%
7,287
-117
55
$617K 0.18%
11,232
-315
56
$589K 0.17%
+6,500
57
$589K 0.17%
16,606
-6,816
58
$586K 0.17%
4,149
-100
59
$559K 0.16%
4,700
60
$540K 0.16%
3,730
-75
61
$532K 0.15%
18,555
+5,455
62
$518K 0.15%
21,600
63
$502K 0.15%
8,494
64
$482K 0.14%
6,754
+824
65
$461K 0.13%
3,175
-34
66
$451K 0.13%
3,570
67
$431K 0.12%
3,117
68
$431K 0.12%
2,757
69
$425K 0.12%
5,220
70
$421K 0.12%
2,850
71
$419K 0.12%
7,778
-1,618
72
$396K 0.11%
6,940
73
$392K 0.11%
10,120
-50
74
$387K 0.11%
3,220
75
$376K 0.11%
6,920
1 2
3
4 5