LCM

LVM Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 32.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.15M
3
+$693K
4
FTNT icon
Fortinet
FTNT
+$679K
5
UBER icon
Uber
UBER
+$628K

Top Sells

1
+$6.64M
2
+$3.11M
3
+$1.77M
4
AAPL icon
Apple
AAPL
+$1.36M
5
ICLR icon
Icon
ICLR
+$1.27M

Sector Composition

1 Technology 36%
2 Healthcare 15.52%
3 Financials 8.4%
4 Industrials 7.03%
5 Consumer Staples 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.3M 0.32%
40,110
-523
52
$3.3M 0.32%
11,685
-15
53
$3.25M 0.31%
32,259
-1,408
54
$2.93M 0.28%
15,669
-2,956
55
$2.68M 0.26%
19,080
-7,463
56
$2.68M 0.26%
10,990
-82
57
$2.67M 0.26%
7,525
+200
58
$2.62M 0.25%
18,592
-156
59
$2.36M 0.23%
5,042
+3,577
60
$2.35M 0.23%
4,685
61
$2.14M 0.21%
3,780
62
$2.01M 0.19%
29,307
63
$1.84M 0.18%
27,682
-500
64
$1.68M 0.16%
22,262
+70
65
$1.48M 0.14%
5,261
66
$1.41M 0.14%
17,686
-770
67
$1.3M 0.13%
13,701
-1,200
68
$1.3M 0.12%
7,762
+85
69
$1.29M 0.12%
43,675
70
$1.23M 0.12%
8,866
+432
71
$1.21M 0.12%
5,493
-20
72
$1.16M 0.11%
17,767
+1,510
73
$1.07M 0.1%
6,872
74
$1.05M 0.1%
2,196
-50
75
$1.03M 0.1%
5,041
-197
1 2
3
4 5