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
$419M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.61M
3
+$7.07M
4
INTC icon
Intel
INTC
+$3.17M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$536K

Top Sells

1
+$22.5M
2
+$3.06M
3
+$3.04M
4
NYRT
New York REIT, Inc.
NYRT
+$1.43M
5
VZ icon
Verizon
VZ
+$1.05M

Sector Composition

1 Healthcare 18.73%
2 Technology 18.06%
3 Industrials 13.76%
4 Communication Services 9.69%
5 Real Estate 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$411K 0.1%
3,117
77
$384K 0.09%
2,173
78
$377K 0.09%
7,860
+680
79
$376K 0.09%
6,594
80
$369K 0.09%
2,253
+166
81
$351K 0.08%
150,000
-3,000
82
$349K 0.08%
2,906
83
$331K 0.08%
5,598
84
$323K 0.08%
6,595
-50
85
$312K 0.07%
2,500
86
$303K 0.07%
6,220
+160
87
$302K 0.07%
+5,125
88
$300K 0.07%
1,625
89
$298K 0.07%
8,800
90
$293K 0.07%
2,410
-800
91
$289K 0.07%
2,412
-50
92
$289K 0.07%
1,550
+23
93
$286K 0.07%
8,180
-225
94
$284K 0.07%
3,891
+211
95
$283K 0.07%
5,832
96
$282K 0.07%
8,705
-25
97
$275K 0.07%
1
98
$274K 0.07%
2,075
-100
99
$262K 0.06%
3,333
-18,180
100
$239K 0.06%
4,466
+166
1 2 3
4
5