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
$879M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.89M
3
+$1.2M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$879K
5
CVX icon
Chevron
CVX
+$845K

Top Sells

1
+$3.62M
2
+$2.07M
3
+$1.82M
4
MSFT icon
Microsoft
MSFT
+$1.71M
5
LOW icon
Lowe's Companies
LOW
+$1M

Sector Composition

1 Technology 33.81%
2 Healthcare 19.05%
3 Consumer Staples 8.38%
4 Industrials 7.17%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.29%
31,941
-3,518
52
$2.28M 0.26%
10,083
+65
53
$2.13M 0.24%
38,791
-65,808
54
$2.03M 0.23%
11,060
-1,006
55
$1.96M 0.22%
11,304
-25
56
$1.88M 0.21%
4,615
-5
57
$1.82M 0.21%
28,569
-1,550
58
$1.75M 0.2%
34,307
59
$1.65M 0.19%
13,311
+46
60
$1.55M 0.18%
21,964
-12,775
61
$1.48M 0.17%
3,890
62
$1.45M 0.17%
46,817
+225
63
$1.37M 0.16%
2,699
64
$1.32M 0.15%
6,125
+250
65
$1.22M 0.14%
63,665
+35,635
66
$1.08M 0.12%
8,720
-450
67
$1.03M 0.12%
26,505
+2,586
68
$1.02M 0.12%
17,469
-1
69
$1.02M 0.12%
6,985
-15
70
$1.01M 0.11%
1,184
+742
71
$978K 0.11%
5,584
72
$959K 0.11%
4,963
-200
73
$913K 0.1%
3,582
+19
74
$867K 0.1%
9,015
75
$854K 0.1%
6,456
-5,187
1 2
3
4 5