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
$436M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.54M
3
+$926K
4
HD icon
Home Depot
HD
+$887K
5
RTN
Raytheon Company
RTN
+$862K

Top Sells

1
+$3.84M
2
+$1.2M
3
+$930K
4
DLR icon
Digital Realty Trust
DLR
+$895K
5
AAPL icon
Apple
AAPL
+$834K

Sector Composition

1 Technology 23.93%
2 Healthcare 16.6%
3 Industrials 10.35%
4 Real Estate 10.12%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$926K 0.21%
3,744
-100
52
$852K 0.2%
10,734
-11
53
$778K 0.18%
7,684
54
$753K 0.17%
11,284
+155
55
$752K 0.17%
2,791
56
$735K 0.17%
8,219
-315
57
$728K 0.17%
3,622
58
$712K 0.16%
13,219
-220
59
$611K 0.14%
6,920
-159
60
$598K 0.14%
2,183
61
$579K 0.13%
12,137
62
$564K 0.13%
4,380
+160
63
$554K 0.13%
4,037
64
$520K 0.12%
2,741
+46
65
$506K 0.12%
12,750
66
$502K 0.12%
48,000
67
$500K 0.11%
3,117
68
$483K 0.11%
5,365
+318
69
$460K 0.11%
12,015
+2,540
70
$460K 0.11%
3,747
+103
71
$442K 0.1%
5,442
72
$436K 0.1%
7,440
+800
73
$430K 0.1%
11,345
-1,385
74
$428K 0.1%
5,279
+874
75
$426K 0.1%
8,432
1 2
3
4 5