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
$653M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.41M
3
+$1.88M
4
CVX icon
Chevron
CVX
+$1.48M
5
PFE icon
Pfizer
PFE
+$791K

Top Sells

1
+$5.66M
2
+$4.28M
3
+$2.93M
4
MPW icon
Medical Properties Trust
MPW
+$2.17M
5
SYK icon
Stryker
SYK
+$1.26M

Sector Composition

1 Technology 23.41%
2 Healthcare 20.58%
3 Consumer Staples 13.48%
4 Industrials 6.14%
5 Real Estate 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$759K 0.12%
5,654
77
$757K 0.12%
7,804
+740
78
$747K 0.11%
6,425
79
$693K 0.11%
8,462
-57
80
$648K 0.1%
8,105
81
$570K 0.09%
3,818
82
$566K 0.09%
44,225
-4,000
83
$565K 0.09%
3,688
+80
84
$560K 0.09%
18,532
+5,332
85
$554K 0.08%
19,939
-12,983
86
$544K 0.08%
30,000
87
$527K 0.08%
5,635
-50
88
$524K 0.08%
4,640
+180
89
$513K 0.08%
3,125
+975
90
$495K 0.08%
3,200
+1,450
91
$468K 0.07%
3,155
92
$434K 0.07%
3,384
93
$422K 0.06%
11,566
-80,369
94
$417K 0.06%
4,484
-12
95
$414K 0.06%
7,550
+250
96
$406K 0.06%
1
97
$382K 0.06%
8,841
+3,030
98
$373K 0.06%
4,625
+500
99
$373K 0.06%
8,500
-125
100
$353K 0.05%
8,075
-510
2 3
4
5 6