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
$300M
AUM Growth
+$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.33M
2
+$4.1M
3
+$1.26M
4
GM icon
General Motors
GM
+$1.25M
5
VZ icon
Verizon
VZ
+$598K

Top Sells

1
+$4.99M
2
+$2.02M
3
+$1.37M
4
WM icon
Waste Management
WM
+$211K
5
BCE icon
BCE
BCE
+$202K

Sector Composition

1 Technology 19.92%
2 Healthcare 15.69%
3 Financials 11.25%
4 Consumer Staples 7.78%
5 Communication Services 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$224K 0.07%
5,160
102
$224K 0.07%
13,159
103
$220K 0.07%
1,800
104
$220K 0.07%
2,117
105
$218K 0.07%
2,300
106
$213K 0.07%
+3,144
107
$211K 0.07%
8,100
-22
108
$208K 0.07%
+2,450
109
$205K 0.07%
1
110
$203K 0.07%
6,216
111
– –
-20,925
112
– –
-3,900
113
– –
-195,189
1 2 3 4
5