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
$299M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.92M
3
+$3.4M
4
SFL icon
SFL Corp
SFL
+$2.27M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.31M

Top Sells

1
+$3.01M
2
+$1.97M
3
+$1.64M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.39M
5
AAPL icon
Apple
AAPL
+$1.13M

Sector Composition

1 Technology 18.52%
2 Healthcare 14.17%
3 Financials 10.85%
4 Consumer Staples 8.33%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.11%
4,038
-575
77
$336K 0.11%
2,960
78
$334K 0.11%
4,250
-50
79
$332K 0.11%
3,000
-200
80
$331K 0.11%
3,398
81
$328K 0.11%
1,625
-100
82
$318K 0.11%
+4,081
83
$314K 0.11%
3,240
84
$311K 0.1%
4,211
85
$290K 0.1%
3,300
86
$288K 0.1%
2,974
87
$286K 0.1%
14,000
88
$283K 0.09%
14,495
89
$278K 0.09%
3,281
-146
90
$278K 0.09%
6,500
91
$277K 0.09%
4,000
-107
92
$275K 0.09%
6,920
93
$274K 0.09%
5,050
94
$256K 0.09%
1,600
95
$250K 0.08%
1,784
96
$245K 0.08%
25,000
+10,000
97
$234K 0.08%
2,117
98
$231K 0.08%
1,800
99
$225K 0.08%
6,216
100
$225K 0.08%
5,160
1 2 3
4
5