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
$930M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$8.9M
3
+$7.03M
4
EOG icon
EOG Resources
EOG
+$5.76M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.58M

Top Sells

1
+$6.51M
2
+$5.88M
3
+$5.08M
4
AAPL icon
Apple
AAPL
+$2.51M
5
SBUX icon
Starbucks
SBUX
+$2.3M

Sector Composition

1 Technology 35.46%
2 Healthcare 16.61%
3 Consumer Staples 7.39%
4 Industrials 7.33%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$905K 0.1%
7,009
-437
77
$894K 0.1%
7,727
-564
78
$885K 0.1%
5,311
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79
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80
$815K 0.09%
18,533
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81
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8,015
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82
$795K 0.09%
14,054
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83
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4,024
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84
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6,803
85
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3,256
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86
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87
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88
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3,882
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89
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30,424
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1
91
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92
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95
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96
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98
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1,164
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99
$595K 0.06%
+4,404
100
$588K 0.06%
1,465
-123
2 3
4
5 6