LCM
LVM Capital Management Portfolio holdings
AUM
$964M
This Quarter Return
+5.96%
1 Year Return
+18.8%
3 Year Return
+70.29%
5 Year Return
+119.03%
10 Year Return
+295.51%
AUM
$879M
AUM Growth
+$879M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
47.49%
Holding
142
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.81% |
| 2 | Healthcare | 19.05% |
| 3 | Consumer Staples | 8.38% |
| 4 | Industrials | 7.17% |
| 5 | Financials | 5.85% |
