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
$415M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.74M
3
+$1.06M
4
UNH icon
UnitedHealth
UNH
+$650K
5
XOM icon
Exxon Mobil
XOM
+$531K

Top Sells

1
+$28.5M
2
+$6.39M
3
+$987K
4
AAPL icon
Apple
AAPL
+$487K
5
WU icon
Western Union
WU
+$419K

Sector Composition

1 Technology 22.46%
2 Healthcare 17.09%
3 Real Estate 9.55%
4 Communication Services 8.3%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$404K 0.1%
2,173
77
$400K 0.1%
+15,978
78
$398K 0.1%
5,031
-1
79
$395K 0.1%
2,521
-25
80
$384K 0.09%
5,050
81
$383K 0.09%
6,594
82
$362K 0.09%
6,420
83
$355K 0.09%
17,475
-20,625
84
$349K 0.08%
26,000
+5,000
85
$333K 0.08%
7,559
-50
86
$323K 0.08%
6,775
-150
87
$322K 0.08%
2,375
88
$322K 0.08%
2,414
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89
$315K 0.08%
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90
$310K 0.07%
8,000
91
$309K 0.07%
8,800
92
$309K 0.07%
2,906
93
$308K 0.07%
3,915
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94
$299K 0.07%
2,075
95
$293K 0.07%
8,255
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96
$290K 0.07%
145,156
+2,000
97
$290K 0.07%
4,510
98
$286K 0.07%
3,360
99
$282K 0.07%
1
100
$275K 0.07%
5,166
1 2 3
4
5