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
$301M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.6M
3
+$407K
4
MET icon
MetLife
MET
+$366K
5
KMI icon
Kinder Morgan
KMI
+$347K

Top Sells

1
+$3.87M
2
+$3.23M
3
+$2.13M
4
LYB icon
LyondellBasell Industries
LYB
+$2.08M
5
WMT icon
Walmart
WMT
+$1.07M

Sector Composition

1 Technology 17.85%
2 Healthcare 15.53%
3 Financials 11.39%
4 Consumer Staples 9.39%
5 Energy 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.12%
2,850
77
$348K 0.12%
3,900
-800
78
$347K 0.12%
+8,200
79
$336K 0.11%
2,960
-875
80
$334K 0.11%
1,725
81
$330K 0.11%
3,226
82
$321K 0.11%
11,628
+885
83
$318K 0.11%
3,398
+110
84
$311K 0.1%
11,180
+1,430
85
$308K 0.1%
4,300
+50
86
$305K 0.1%
4,211
87
$305K 0.1%
14,495
88
$299K 0.1%
2,670
+20
89
$284K 0.09%
4,107
+107
90
$275K 0.09%
14,000
91
$274K 0.09%
+2,974
92
$269K 0.09%
5,050
93
$262K 0.09%
3,300
-26,173
94
$261K 0.09%
3,427
-8
95
$256K 0.09%
6,500
96
$255K 0.08%
1,600
97
$246K 0.08%
6,920
98
$238K 0.08%
1,784
-756
99
$235K 0.08%
13,159
100
$232K 0.08%
5,160
1 2 3
4
5