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
$781M
AUM Growth
+$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$3.4M
3
+$2.28M
4
PFE icon
Pfizer
PFE
+$1.79M
5
LMT icon
Lockheed Martin
LMT
+$1.11M

Top Sells

1
+$9.74M
2
+$4.93M
3
+$3.58M
4
AMT icon
American Tower
AMT
+$2.03M
5
ATVI
Activision Blizzard
ATVI
+$1.92M

Sector Composition

1 Technology 31.56%
2 Healthcare 19.19%
3 Consumer Staples 9.16%
4 Industrials 7.08%
5 Financials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$858K 0.11%
9,015
-10
77
$835K 0.11%
9,130
-3,827
78
$791K 0.1%
6,300
79
$778K 0.1%
19,653
+165
80
$764K 0.1%
18,395
+150
81
$751K 0.1%
4,940
82
$740K 0.09%
1,850
-125
83
$738K 0.09%
+6,815
84
$721K 0.09%
5,425
85
$715K 0.09%
12,365
+115
86
$703K 0.09%
13,700
-200
87
$696K 0.09%
43,675
88
$687K 0.09%
8,165
-32
89
$667K 0.09%
19,803
+5,436
90
$666K 0.09%
6,436
+55
91
$650K 0.08%
3,414
+158
92
$631K 0.08%
5,986
+200
93
$618K 0.08%
4,645
+350
94
$593K 0.08%
+2,545
95
$585K 0.07%
16,171
+120
96
$583K 0.07%
11,770
97
$566K 0.07%
+16,650
98
$563K 0.07%
1,061
99
$557K 0.07%
33,210
+1,219
100
$545K 0.07%
3,115
-185
2 3
4
5 6