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
$690M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.83M
3
+$2.12M
4
CVX icon
Chevron
CVX
+$1.47M
5
VZ icon
Verizon
VZ
+$1.33M

Top Sells

1
+$4.19M
2
+$1.2M
3
+$969K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$891K
5
AON icon
Aon
AON
+$874K

Sector Composition

1 Technology 23.21%
2 Healthcare 21.15%
3 Consumer Staples 11.95%
4 Industrials 6.14%
5 Real Estate 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$751K 0.11%
3,043
77
$747K 0.11%
+6,425
78
$720K 0.1%
3,890
79
$717K 0.1%
+3,670
80
$715K 0.1%
+3,155
81
$692K 0.1%
8,105
82
$684K 0.1%
48,225
83
$660K 0.1%
7,064
84
$619K 0.09%
6,072
+712
85
$610K 0.09%
3,608
86
$602K 0.09%
3,818
87
$537K 0.08%
30,000
+5,000
88
$514K 0.07%
3,736
-226
89
$506K 0.07%
5,685
-240
90
$493K 0.07%
14,255
-125
91
$482K 0.07%
4,496
92
$482K 0.07%
7,300
93
$477K 0.07%
3,384
94
$474K 0.07%
4,460
+100
95
$431K 0.06%
8,585
-140
96
$411K 0.06%
13,200
-2
97
$409K 0.06%
1
98
$390K 0.06%
8,625
+725
99
$385K 0.06%
5,511
100
$384K 0.06%
2,150
2 3
4
5 6