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
$299M
AUM Growth
-$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.92M
3
+$3.4M
4
SFL icon
SFL Corp
SFL
+$2.27M
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$1.31M

Top Sells

1
+$3.01M
2
+$1.97M
3
+$1.64M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.39M
5
AAPL icon
Apple
AAPL
+$1.13M

Sector Composition

1 Technology 18.52%
2 Healthcare 14.17%
3 Financials 10.85%
4 Consumer Staples 8.33%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$222K 0.07%
8,122
102
$218K 0.07%
1
103
$214K 0.07%
2,300
104
$212K 0.07%
146,000
-620
105
$211K 0.07%
3,900
106
$204K 0.07%
1,800
-300
107
$203K 0.07%
13,159
108
– –
-7,000
109
– –
-6,460
110
– –
-5,025
111
– –
-17,655
112
– –
-7,140
113
– –
-4,593
114
– –
-1,860
115
– –
-3,522
116
– –
-9,509
117
– –
-4,080
118
– –
-2,450
119
– –
-26,155
120
– –
-3,226
121
– –
-2,670
1 2 3 4
5