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
$415M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.74M
3
+$1.06M
4
UNH icon
UnitedHealth
UNH
+$650K
5
XOM icon
Exxon Mobil
XOM
+$531K

Top Sells

1
+$28.5M
2
+$6.39M
3
+$987K
4
AAPL icon
Apple
AAPL
+$487K
5
WU icon
Western Union
WU
+$419K

Sector Composition

1 Technology 22.46%
2 Healthcare 17.09%
3 Real Estate 9.55%
4 Communication Services 8.3%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.24%
24,204
52
$999K 0.24%
4,073
+2,652
53
$930K 0.22%
25,519
-300
54
$905K 0.22%
19,600
-2,000
55
$744K 0.18%
13,437
56
$739K 0.18%
10,818
57
$724K 0.17%
6,952
+475
58
$698K 0.17%
8,534
59
$676K 0.16%
3,622
-130
60
$653K 0.16%
11,269
+629
61
$586K 0.14%
12,664
62
$530K 0.13%
4,721
63
$528K 0.13%
5,020
64
$524K 0.13%
4,284
65
$521K 0.13%
2,516
66
$518K 0.12%
18,392
+9,000
67
$516K 0.12%
6,984
-200
68
$513K 0.12%
6,920
69
$510K 0.12%
13,090
-405
70
$489K 0.12%
48,000
71
$467K 0.11%
2,393
-55
72
$453K 0.11%
3,352
-383
73
$438K 0.11%
7,860
74
$422K 0.1%
3,117
75
$416K 0.1%
5,988
1 2
3
4 5