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
$346M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$5.36M
3
+$4.51M
4
DIS icon
Walt Disney
DIS
+$3.72M
5
GILD icon
Gilead Sciences
GILD
+$1.33M

Top Sells

1
+$7.55M
2
+$1.2M
3
+$939K
4
T icon
AT&T
T
+$415K
5
SCG
Scana
SCG
+$344K

Sector Composition

1 Healthcare 19.85%
2 Technology 14.64%
3 Industrials 14.37%
4 Communication Services 10.24%
5 Consumer Staples 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.07%
1,784
102
$223K 0.06%
2,300
103
$219K 0.06%
+1,800
104
$217K 0.06%
1
105
$217K 0.06%
+2,497
106
$215K 0.06%
1,900
107
$214K 0.06%
+3,189
108
$210K 0.06%
4,358
-5,965
109
$208K 0.06%
+1,527
110
$203K 0.06%
+5,549
111
$156K 0.05%
11,792
112
– –
-5,000
113
– –
-290,760
114
– –
-8,325
1 2 3 4
5