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
$930M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$8.9M
3
+$7.03M
4
EOG icon
EOG Resources
EOG
+$5.76M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.58M

Top Sells

1
+$6.51M
2
+$5.88M
3
+$5.08M
4
AAPL icon
Apple
AAPL
+$2.51M
5
SBUX icon
Starbucks
SBUX
+$2.3M

Sector Composition

1 Technology 35.46%
2 Healthcare 16.61%
3 Consumer Staples 7.39%
4 Industrials 7.33%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.02M 0.33%
25,111
-93
52
$3.02M 0.32%
12,584
+24
53
$2.63M 0.28%
11,982
+678
54
$2.26M 0.24%
9,720
-363
55
$2.11M 0.23%
11,072
+12
56
$2.09M 0.22%
4,610
-5
57
$1.81M 0.2%
29,307
-5,000
58
$1.77M 0.19%
28,471
-98
59
$1.59M 0.17%
22,192
+228
60
$1.54M 0.17%
3,890
61
$1.53M 0.16%
6,325
+200
62
$1.45M 0.16%
27,181
-11,610
63
$1.45M 0.16%
18,103
-13,838
64
$1.4M 0.15%
2,758
+59
65
$1.28M 0.14%
12,880
-431
66
$1.27M 0.14%
5,776
+813
67
$1.11M 0.12%
5,400
68
$1.06M 0.11%
17,032
-437
69
$1.05M 0.11%
7,622
+637
70
$1.03M 0.11%
+10,605
71
$1M 0.11%
5,482
+4,086
72
$997K 0.11%
7,425
-1,295
73
$988K 0.11%
2,332
+232
74
$964K 0.1%
3,325
-257
75
$926K 0.1%
2,552
+527
1 2
3
4 5