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
$442M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.58M
3
+$5.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.52M
5
AMT icon
American Tower
AMT
+$854K

Top Sells

1
+$7.75M
2
+$6.09M
3
+$4.06M
4
DLR icon
Digital Realty Trust
DLR
+$943K
5
WM icon
Waste Management
WM
+$863K

Sector Composition

1 Technology 20.16%
2 Healthcare 15.99%
3 Industrials 14.08%
4 Communication Services 9.25%
5 Real Estate 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$945K 0.21%
24,204
-260
52
$917K 0.21%
26,019
-900
53
$875K 0.2%
3,968
-497
54
$833K 0.19%
13,587
55
$743K 0.17%
14,153
-350
56
$739K 0.17%
3,730
57
$730K 0.17%
38,400
-525
58
$704K 0.16%
8,534
59
$690K 0.16%
6,456
-202
60
$657K 0.15%
10,818
61
$580K 0.13%
4,274
62
$571K 0.13%
10,640
-944
63
$568K 0.13%
3,935
64
$562K 0.13%
5,020
65
$519K 0.12%
13,685
-625
66
$508K 0.11%
48,000
67
$493K 0.11%
12,664
68
$478K 0.11%
4,721
69
$478K 0.11%
2,516
70
$477K 0.11%
7,380
-210
71
$464K 0.11%
3,117
72
$464K 0.11%
2,448
+195
73
$461K 0.1%
2,676
74
$454K 0.1%
6,920
75
$453K 0.1%
5,380
-239
1 2
3
4 5