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
$750M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$1.25M
3
+$974K
4
SYK icon
Stryker
SYK
+$814K
5
AMAT icon
Applied Materials
AMAT
+$664K

Top Sells

1
+$5.78M
2
+$2.27M
3
+$2.08M
4
LMT icon
Lockheed Martin
LMT
+$1.91M
5
GLD icon
SPDR Gold Trust
GLD
+$1.1M

Sector Composition

1 Technology 27.91%
2 Healthcare 19.67%
3 Consumer Staples 10.83%
4 Real Estate 7.05%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.3%
24,313
52
$2.18M 0.29%
26,407
-885
53
$1.97M 0.26%
13,252
-406
54
$1.95M 0.26%
40,898
-1,452
55
$1.93M 0.26%
11,106
+1,489
56
$1.89M 0.25%
13,403
+823
57
$1.78M 0.24%
12,300
-500
58
$1.72M 0.23%
29,047
-10
59
$1.51M 0.2%
3,017
-30
60
$1.42M 0.19%
8,995
-13
61
$1.39M 0.19%
4,654
62
$1.24M 0.17%
31,446
+2,298
63
$1.21M 0.16%
1,815
-291
64
$873K 0.12%
7,104
65
$845K 0.11%
12,539
-1,450
66
$804K 0.11%
3,932
+445
67
$794K 0.11%
12,740
68
$789K 0.11%
5,110
+1,488
69
$768K 0.1%
3,890
70
$756K 0.1%
6,820
-980
71
$726K 0.1%
3,623
-11
72
$693K 0.09%
48,225
73
$684K 0.09%
2,551
-10
74
$680K 0.09%
4,080
-40
75
$662K 0.09%
7,687
-275
1 2
3
4 5