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
$251M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.3M
3
+$10.3M
4
CSCO icon
Cisco
CSCO
+$9.98M
5
AAPL icon
Apple
AAPL
+$9.03M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 18.27%
2 Technology 14.9%
3 Energy 12.99%
4 Healthcare 11.69%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.15%
+7,449
77
$370K 0.15%
+3,739
78
$362K 0.14%
+6,025
79
$357K 0.14%
+8,486
80
$357K 0.14%
+6,550
81
$338K 0.13%
+4,700
82
$331K 0.13%
+5,467
83
$328K 0.13%
+7,222
84
$327K 0.13%
+4,425
85
$325K 0.13%
+9,093
86
$311K 0.12%
+10,611
87
$311K 0.12%
+3,717
88
$307K 0.12%
+6,745
89
$304K 0.12%
+13,852
90
$298K 0.12%
+4,768
91
$296K 0.12%
+7,250
92
$288K 0.11%
+9,375
93
$280K 0.11%
+3,240
94
$277K 0.11%
+4,000
95
$257K 0.1%
+9,066
96
$251K 0.1%
+10,032
97
$250K 0.1%
+5,075
98
$246K 0.1%
+4,211
99
$241K 0.1%
+2,850
100
$241K 0.1%
+3,951
1 2 3
4
5