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
$419M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.61M
3
+$7.07M
4
INTC icon
Intel
INTC
+$3.17M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$536K

Top Sells

1
+$22.5M
2
+$3.06M
3
+$3.04M
4
NYRT
New York REIT, Inc.
NYRT
+$1.43M
5
VZ icon
Verizon
VZ
+$1.05M

Sector Composition

1 Healthcare 18.73%
2 Technology 18.06%
3 Industrials 13.76%
4 Communication Services 9.69%
5 Real Estate 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$874K 0.21%
4,465
52
$866K 0.21%
13,587
-500
53
$831K 0.2%
14,503
-925
54
$823K 0.2%
7,100
+63
55
$747K 0.18%
38,925
-2,000
56
$708K 0.17%
11,584
+848
57
$707K 0.17%
8,534
58
$684K 0.16%
3,730
59
$636K 0.15%
6,658
60
$584K 0.14%
10,818
61
$549K 0.13%
5,020
62
$530K 0.13%
3,935
-103
63
$524K 0.13%
4,274
64
$512K 0.12%
14,310
65
$501K 0.12%
48,000
66
$476K 0.11%
2,516
67
$476K 0.11%
7,590
-50
68
$472K 0.11%
5,619
+200
69
$457K 0.11%
12,664
70
$446K 0.11%
6,920
71
$432K 0.1%
4,721
72
$430K 0.1%
3,098
73
$426K 0.1%
12,218
-1,550
74
$421K 0.1%
8,709
+259
75
$419K 0.1%
2,676
-284
1 2
3
4 5