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
$709M
AUM Growth
-$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$6.04M
3
+$1.64M
4
CVX icon
Chevron
CVX
+$1.58M
5
CMA icon
Comerica
CMA
+$1.43M

Top Sells

1
+$8.69M
2
+$5.34M
3
+$1.98M
4
MDT icon
Medtronic
MDT
+$1.9M
5
ADBE icon
Adobe
ADBE
+$818K

Sector Composition

1 Technology 28.49%
2 Healthcare 19.3%
3 Consumer Staples 10.05%
4 Industrials 8.08%
5 Financials 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$745K 0.11%
1,975
77
$710K 0.1%
5,904
-380
78
$682K 0.1%
6,300
79
$676K 0.1%
+6,555
80
$672K 0.09%
+19,488
81
$666K 0.09%
17,301
-1,412
82
$653K 0.09%
+18,245
83
$653K 0.09%
+6,381
84
$650K 0.09%
+16,051
85
$647K 0.09%
+12,250
86
$628K 0.09%
4,940
-100
87
$625K 0.09%
43,675
88
$613K 0.09%
5,786
89
$613K 0.09%
5,425
90
$590K 0.08%
8,197
-150
91
$537K 0.08%
1,061
92
$533K 0.08%
8,329
+1
93
$532K 0.08%
3,256
-133
94
$531K 0.07%
1
95
$516K 0.07%
4,295
-500
96
$514K 0.07%
8,905
97
$512K 0.07%
11,770
-3,300
98
$494K 0.07%
7,300
99
$481K 0.07%
31,991
-354,915
100
$478K 0.07%
3,300
2 3
4
5 6