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
$442M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.58M
3
+$5.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.52M
5
AMT icon
American Tower
AMT
+$854K

Top Sells

1
+$7.75M
2
+$6.09M
3
+$4.06M
4
DLR icon
Digital Realty Trust
DLR
+$943K
5
WM icon
Waste Management
WM
+$863K

Sector Composition

1 Technology 20.16%
2 Healthcare 15.99%
3 Industrials 14.08%
4 Communication Services 9.25%
5 Real Estate 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.1%
2,173
77
$419K 0.09%
2,853
-245
78
$411K 0.09%
7,860
79
$387K 0.09%
6,058
+460
80
$382K 0.09%
143,156
-6,844
81
$374K 0.08%
7,909
-800
82
$370K 0.08%
2,350
-150
83
$364K 0.08%
6,975
+380
84
$353K 0.08%
6,594
85
$346K 0.08%
2,906
86
$330K 0.07%
5,050
-75
87
$328K 0.07%
6,220
88
$327K 0.07%
4,510
-106,924
89
$312K 0.07%
3,891
90
$305K 0.07%
8,800
91
$303K 0.07%
2,075
92
$298K 0.07%
1
93
$293K 0.07%
1,557
+7
94
$293K 0.07%
5,832
95
$291K 0.07%
8,045
-135
96
$285K 0.06%
8,105
-600
97
$282K 0.06%
2,412
98
$279K 0.06%
1,785
99
$277K 0.06%
9,392
+306
100
$273K 0.06%
2,210
-200
1 2 3
4
5