LCM

LVM Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 32.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.15M
3
+$693K
4
FTNT icon
Fortinet
FTNT
+$679K
5
UBER icon
Uber
UBER
+$628K

Top Sells

1
+$6.64M
2
+$3.11M
3
+$1.77M
4
AAPL icon
Apple
AAPL
+$1.36M
5
ICLR icon
Icon
ICLR
+$1.27M

Sector Composition

1 Technology 36%
2 Healthcare 15.52%
3 Financials 8.4%
4 Industrials 7.03%
5 Consumer Staples 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.1%
12,192
77
$987K 0.09%
3,247
+15
78
$979K 0.09%
2,140
-35
79
$943K 0.09%
2,890
-75
80
$928K 0.09%
17,993
-40
81
$908K 0.09%
3,251
82
$882K 0.08%
4,089
+65
83
$864K 0.08%
7,275
+558
84
$843K 0.08%
2,440
-307
85
$804K 0.08%
2,953
+154
86
$786K 0.08%
27,834
-17,490
87
$772K 0.07%
23,006
88
$758K 0.07%
2,584
+25
89
$754K 0.07%
1
90
$723K 0.07%
2,118
91
$708K 0.07%
3,682
-2,313
92
$707K 0.07%
13,044
+2,770
93
$677K 0.07%
5,250
94
$656K 0.06%
+14,578
95
$656K 0.06%
3,267
96
$646K 0.06%
15,100
97
$625K 0.06%
4,595
-50
98
$615K 0.06%
1,643
99
$613K 0.06%
916
+13
100
$611K 0.06%
660
+10
2 3
4
5 6