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
$507M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.08M
3
+$2.66M
4
PG icon
Procter & Gamble
PG
+$1.26M
5
AVGO icon
Broadcom
AVGO
+$441K

Top Sells

1
+$6.29M
2
+$2.11M
3
+$1.52M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M
5
DFS
Discover Financial Services
DFS
+$1.04M

Sector Composition

1 Technology 23.88%
2 Healthcare 18.06%
3 Real Estate 9.49%
4 Industrials 8.47%
5 Communication Services 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.09%
6,900
+20
77
$462K 0.09%
5,063
78
$458K 0.09%
11,120
79
$427K 0.08%
7,000
-500
80
$421K 0.08%
4,560
+20
81
$420K 0.08%
13,896
+1,000
82
$382K 0.08%
2,588
+213
83
$381K 0.08%
5,870
-3,195
84
$374K 0.07%
7,500
85
$361K 0.07%
4,315
-737
86
$340K 0.07%
1
87
$330K 0.07%
12,325
88
$326K 0.06%
3,555
89
$316K 0.06%
5,961
-490
90
$304K 0.06%
7,895
-25
91
$298K 0.06%
2,324
+433
92
$281K 0.06%
1,196
+13
93
$280K 0.06%
3,986
94
$275K 0.05%
1,545
-97
95
$275K 0.05%
1,630
-10
96
$270K 0.05%
2,303
97
$268K 0.05%
10,678
-5,300
98
$265K 0.05%
7,000
99
$261K 0.05%
1,485
100
$243K 0.05%
1,700
+200
1 2 3
4
5