LCM
LVM Capital Management Portfolio holdings
AUM
$964M
1-Year Return
18.8%
This Quarter Return
+0.14%
1 Year Return
+18.8%
3 Year Return
+70.29%
5 Year Return
+119.03%
10 Year Return
+295.51%
AUM
$251M
AUM Growth
–
Cap. Flow
+$251M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.32%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$11.8M |
| 2 |
AT&T
T
|
$10.3M |
| 3 |
Exxon Mobil
XOM
|
$10.3M |
| 4 |
Cisco
CSCO
|
$9.98M |
| 5 |
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% |
