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
$304M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$1.28M
3
+$576K
4
BAX icon
Baxter International
BAX
+$441K
5
MPW icon
Medical Properties Trust
MPW
+$411K

Top Sells

1
+$6.93M
2
+$704K
3
+$654K
4
NEM icon
Newmont
NEM
+$490K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$369K 0.12%
7,000
77
$347K 0.11%
2,850
-40
78
$346K 0.11%
4,250
79
$332K 0.11%
8,675
80
$332K 0.11%
7,486
-1,000
81
$318K 0.1%
3,240
82
$312K 0.1%
3,288
-22
83
$306K 0.1%
2,540
84
$291K 0.1%
7,416
-342
85
$287K 0.09%
6,000
-242
86
$282K 0.09%
+9,750
87
$280K 0.09%
4,211
88
$279K 0.09%
3,226
89
$276K 0.09%
14,495
-250
90
$272K 0.09%
10,743
+975
91
$261K 0.09%
4,000
92
$251K 0.08%
2,650
93
$251K 0.08%
1,725
94
$247K 0.08%
14,000
95
$244K 0.08%
5,050
96
$243K 0.08%
2,450
97
$234K 0.08%
4,080
-320
98
$228K 0.08%
6,500
99
$225K 0.07%
+1,600
100
$224K 0.07%
6,920
1 2 3
4
5