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
$879M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.89M
3
+$1.2M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$879K
5
CVX icon
Chevron
CVX
+$845K

Top Sells

1
+$3.62M
2
+$2.07M
3
+$1.82M
4
MSFT icon
Microsoft
MSFT
+$1.71M
5
LOW icon
Lowe's Companies
LOW
+$1M

Sector Composition

1 Technology 33.81%
2 Healthcare 19.05%
3 Consumer Staples 8.38%
4 Industrials 7.17%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$832K 0.09%
8,291
+213
77
$823K 0.09%
+20,724
78
$815K 0.09%
3,125
-25
79
$810K 0.09%
5,734
+823
80
$807K 0.09%
+3,778
81
$805K 0.09%
5,400
-25
82
$789K 0.09%
43,675
83
$785K 0.09%
2,100
84
$764K 0.09%
3,932
-425
85
$761K 0.09%
7,446
-1,624
86
$745K 0.08%
18,733
-328
87
$744K 0.08%
6,300
88
$739K 0.08%
4,046
+1,275
89
$726K 0.08%
6,803
-12
90
$689K 0.08%
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91
$686K 0.08%
3,374
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92
$675K 0.08%
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93
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94
$667K 0.08%
4,722
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95
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96
$642K 0.07%
1,161
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97
$633K 0.07%
+7,515
98
$612K 0.07%
4,425
+300
99
$612K 0.07%
1
100
$611K 0.07%
+14,170
2 3
4
5 6