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
$406M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.3M
3
+$1.63M
4
VZ icon
Verizon
VZ
+$905K
5
AVGO icon
Broadcom
AVGO
+$838K

Top Sells

1
+$6.98M
2
+$5.56M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$1.35M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$1.01M

Sector Composition

1 Technology 26.15%
2 Healthcare 19.9%
3 Real Estate 9.79%
4 Communication Services 9.46%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.08%
7,500
77
$320K 0.08%
11,120
78
$313K 0.08%
14,734
-59
79
$308K 0.08%
6,369
+408
80
$301K 0.07%
5,338
-532
81
$298K 0.07%
6,500
-500
82
$272K 0.07%
3,385
-170
83
$272K 0.07%
1
84
$256K 0.06%
3,986
85
$247K 0.06%
2,125
-463
86
$245K 0.06%
2,310
-14
87
$242K 0.06%
8,000
+1,000
88
$239K 0.06%
1,196
89
$238K 0.06%
10,678
90
$235K 0.06%
4,376
-23
91
$235K 0.06%
+35,600
92
$226K 0.06%
1,525
-175
93
$222K 0.05%
3,440
94
$220K 0.05%
1,460
-25
95
$212K 0.05%
3,200
96
$203K 0.05%
11,175
-1,150
97
$203K 0.05%
2,178
-125
98
$200K 0.05%
1,935
99
$127K 0.03%
+13,425
100
$24K 0.01%
16,000
1 2 3
4
5