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
$594M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.93M
3
+$6.89M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.8M
5
BABA icon
Alibaba
BABA
+$6.18M

Top Sells

1
+$6.21M
2
+$2.51M
3
+$2.08M
4
DIS icon
Walt Disney
DIS
+$1.6M
5
T icon
AT&T
T
+$1.06M

Sector Composition

1 Technology 24.44%
2 Healthcare 19.75%
3 Consumer Staples 12.75%
4 Communication Services 8.29%
5 Real Estate 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$554K 0.09%
2,581
-25
77
$548K 0.09%
7,660
-472
78
$524K 0.09%
3,518
79
$463K 0.08%
9,355
-845
80
$442K 0.07%
4,828
81
$432K 0.07%
9,400
-720
82
$417K 0.07%
13,774
83
$415K 0.07%
6,411
-150
84
$412K 0.07%
6,466
85
$387K 0.07%
2,125
86
$372K 0.06%
+2,312
87
$365K 0.06%
7,300
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88
$352K 0.06%
1,460
89
$349K 0.06%
2,073
90
$348K 0.06%
1
91
$336K 0.06%
7,650
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92
$327K 0.06%
1,196
93
$325K 0.05%
3,726
94
$321K 0.05%
3,440
95
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6,528
96
$305K 0.05%
7,845
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97
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+16,234
98
$295K 0.05%
4,225
-101
99
$291K 0.05%
1,610
-15
100
$291K 0.05%
2,417
+107
1 2 3
4
5