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
$300M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.1M
3
+$1.26M
4
GM icon
General Motors
GM
+$1.25M
5
VZ icon
Verizon
VZ
+$598K

Top Sells

1
+$4.99M
2
+$2.02M
3
+$1.37M
4
WM icon
Waste Management
WM
+$211K
5
BCE icon
BCE
BCE
+$202K

Sector Composition

1 Technology 19.92%
2 Healthcare 15.69%
3 Financials 11.25%
4 Consumer Staples 7.78%
5 Communication Services 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.11%
3,300
77
$342K 0.11%
6,142
-1,500
78
$333K 0.11%
2,960
79
$332K 0.11%
8,250
80
$331K 0.11%
3,713
-325
81
$330K 0.11%
7,983
-250
82
$326K 0.11%
7,186
83
$315K 0.1%
8,200
84
$314K 0.1%
3,240
85
$310K 0.1%
14,495
86
$307K 0.1%
2,974
87
$306K 0.1%
3,220
-178
88
$302K 0.1%
4,081
89
$296K 0.1%
14,000
90
$294K 0.1%
4,211
91
$287K 0.1%
6,920
92
$281K 0.09%
1,625
93
$277K 0.09%
3,281
94
$264K 0.09%
6,500
95
$262K 0.09%
4,000
96
$249K 0.08%
151,000
+5,000
97
$246K 0.08%
5,050
98
$246K 0.08%
1,600
99
$242K 0.08%
25,000
100
$226K 0.08%
1,784
1 2 3
4
5