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
$690M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.83M
3
+$2.12M
4
CVX icon
Chevron
CVX
+$1.47M
5
VZ icon
Verizon
VZ
+$1.33M

Top Sells

1
+$4.19M
2
+$1.2M
3
+$969K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$891K
5
AON icon
Aon
AON
+$874K

Sector Composition

1 Technology 23.21%
2 Healthcare 21.15%
3 Consumer Staples 11.95%
4 Industrials 6.14%
5 Real Estate 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.41%
35,870
+990
52
$2.17M 0.31%
26,327
-30
53
$1.92M 0.28%
24,821
+300
54
$1.9M 0.28%
30,199
-10
55
$1.86M 0.27%
46,983
+3,910
56
$1.82M 0.26%
16,815
57
$1.65M 0.24%
12,868
-479
58
$1.5M 0.22%
2,917
59
$1.38M 0.2%
19,660
+10,755
60
$1.37M 0.2%
10,796
-280
61
$1.34M 0.19%
12,220
-100
62
$1.27M 0.18%
4,654
63
$1.26M 0.18%
16,800
+110
64
$1.07M 0.16%
13,910
65
$1.07M 0.15%
11,715
+100
66
$1.03M 0.15%
9,187
67
$1.02M 0.15%
32,922
-1,024
68
$986K 0.14%
1,815
69
$842K 0.12%
11,165
+1
70
$819K 0.12%
8,519
+150
71
$799K 0.12%
7,104
72
$793K 0.12%
5,617
+2,120
73
$792K 0.11%
9,242
+1,065
74
$790K 0.11%
13,411
-90
75
$761K 0.11%
5,654
-828
1 2
3
4 5