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
$251M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$10.3M
3 +$10.3M
4
CSCO icon
Cisco
CSCO
+$9.98M
5
AAPL icon
Apple
AAPL
+$9.03M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 18.27%
2 Technology 14.9%
3 Energy 12.99%
4 Healthcare 11.69%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$238K 0.09%
+6,335
102
$237K 0.09%
+4,025
103
$235K 0.09%
+4,930
104
$229K 0.09%
+9,700
105
$227K 0.09%
+9,250
106
$223K 0.09%
+3,500
107
$223K 0.09%
+3,900
108
$221K 0.09%
+4,740
109
$213K 0.08%
+2,850
110
$208K 0.08%
+5,050
111
$202K 0.08%
+2,450
112
$201K 0.08%
+6,500
113
$198K 0.08%
+14,745
114
$169K 0.07%
+13,159
115
$154K 0.06%
+15,000
116
$119K 0.05%
+12,950
117
$82K 0.03%
+86,620
118
$5K ﹤0.01%
+10,000