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
$304M
AUM Growth
-$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$1.28M
3
+$576K
4
BAX icon
Baxter International
BAX
+$441K
5
MPW icon
Medical Properties Trust
MPW
+$411K

Top Sells

1
+$6.93M
2
+$704K
3
+$654K
4
NEM icon
Newmont
NEM
+$490K
5
AAPL icon
Apple
AAPL
+$341K

Sector Composition

1 Technology 16.92%
2 Healthcare 14.75%
3 Financials 12.05%
4 Energy 11.01%
5 Consumer Staples 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.07%
13,159
102
$216K 0.07%
4,326
-475
103
$216K 0.07%
5,160
104
$216K 0.07%
3,584
-1,091
105
$211K 0.07%
+1,800
106
$207K 0.07%
+1
107
$205K 0.07%
+7,000
108
$204K 0.07%
3,435
+85
109
$204K 0.07%
3,802
110
$203K 0.07%
+2,117
111
$201K 0.07%
2,012
-25
112
$180K 0.06%
146,620
113
$168K 0.06%
13,500
114
$150K 0.05%
15,000
115
– –
-2,700
116
– –
-3,547
117
– –
-1,930
1 2 3 4
5