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
$757M
AUM Growth
+$6.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$4.19M
3
+$1.61M
4
DG icon
Dollar General
DG
+$1.38M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Top Sells

1
+$1.92M
2
+$1.8M
3
+$1.17M
4
QCOM icon
Qualcomm
QCOM
+$227K
5
MO icon
Altria Group
MO
+$223K

Sector Composition

1 Technology 26.52%
2 Healthcare 20.25%
3 Consumer Staples 10.92%
4 Real Estate 6.02%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.34%
15,554
+374
52
$2.32M 0.31%
26,357
-50
53
$2.09M 0.28%
16,815
+3,563
54
$2.08M 0.27%
24,521
+208
55
$1.92M 0.25%
43,073
+2,175
56
$1.87M 0.25%
30,209
+1,162
57
$1.83M 0.24%
13,347
-56
58
$1.76M 0.23%
11,076
-30
59
$1.72M 0.23%
12,320
+20
60
$1.64M 0.22%
4,654
61
$1.52M 0.2%
55,840
+34,060
62
$1.49M 0.2%
2,917
-100
63
$1.4M 0.19%
16,690
+10,224
64
$1.25M 0.17%
9,187
+192
65
$1.25M 0.17%
33,946
+2,500
66
$1.07M 0.14%
1,815
67
$1.02M 0.13%
13,910
+1,170
68
$953K 0.13%
11,615
+3,139
69
$953K 0.13%
7,104
70
$944K 0.12%
+25,000
71
$874K 0.12%
+2,685
72
$870K 0.11%
+15,170
73
$843K 0.11%
+8,177
74
$832K 0.11%
+6,482
75
$829K 0.11%
8,369
+682
1 2
3
4 5