LCM
LVM Capital Management Portfolio holdings
AUM
$964M
This Quarter Return
-0.89%
1 Year Return
+18.8%
3 Year Return
+70.29%
5 Year Return
+119.03%
10 Year Return
+295.51%
AUM
$304M
AUM Growth
+$304M
(-2%)
Cap. Flow
-$85.1K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
38.71%
Holding
120
New
7
Increased
22
Reduced
46
Closed
3
Top Buys
| 1 |
MetLife
MET
|
$5.2M |
| 2 |
SFL Corp
SFL
|
$1.28M |
| 3 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$576K |
| 4 |
Baxter International
BAX
|
$441K |
| 5 |
Medical Properties Trust
MPW
|
$411K |
Top Sells
| 1 |
ESV
Ensco Rowan plc
ESV
|
$6.93M |
| 2 |
Western Union
WU
|
$704K |
| 3 |
Intel
INTC
|
$654K |
| 4 |
Newmont
NEM
|
$490K |
| 5 |
Apple
AAPL
|
$341K |
Sector Composition
| 1 | Technology | 16.92% |
| 2 | Healthcare | 14.75% |
| 3 | Financials | 12.05% |
| 4 | Energy | 11.01% |
| 5 | Consumer Staples | 9.4% |
