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
$406M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.3M
3
+$1.63M
4
VZ icon
Verizon
VZ
+$905K
5
AVGO icon
Broadcom
AVGO
+$838K

Top Sells

1
+$6.98M
2
+$5.56M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$1.35M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$1.01M

Sector Composition

1 Technology 26.15%
2 Healthcare 19.9%
3 Real Estate 9.79%
4 Communication Services 9.46%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.17%
12,037
52
$638K 0.16%
8,219
53
$636K 0.16%
6,700
-8
54
$634K 0.16%
8,638
-104
55
$630K 0.16%
48,000
56
$619K 0.15%
2,183
57
$575K 0.14%
10,892
+700
58
$575K 0.14%
3,317
59
$567K 0.14%
10,218
60
$544K 0.13%
9,360
+920
61
$524K 0.13%
11,484
+200
62
$515K 0.13%
3,890
63
$484K 0.12%
4,960
+400
64
$431K 0.11%
12,175
-360
65
$431K 0.11%
2,606
66
$408K 0.1%
5,041
-22
67
$401K 0.1%
4,037
68
$381K 0.09%
6,421
+318
69
$369K 0.09%
6,530
70
$365K 0.09%
8,432
71
$352K 0.09%
3,677
-35
72
$349K 0.09%
2,343
-31,227
73
$345K 0.09%
1,141
-201
74
$341K 0.08%
7,703
-1,350
75
$341K 0.08%
4,198
-117
1 2
3
4 5