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
$419M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.61M
3
+$7.07M
4
INTC icon
Intel
INTC
+$3.17M
5
DTH icon
WisdomTree International High Dividend Fund
DTH
+$536K

Top Sells

1
+$22.5M
2
+$3.06M
3
+$3.04M
4
NYRT
New York REIT, Inc.
NYRT
+$1.43M
5
VZ icon
Verizon
VZ
+$1.05M

Sector Composition

1 Healthcare 18.73%
2 Technology 18.06%
3 Industrials 13.76%
4 Communication Services 9.69%
5 Real Estate 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.06%
3,025
-100
102
$233K 0.06%
3,200
103
$230K 0.05%
9,086
+285
104
$224K 0.05%
1,785
-200
105
$222K 0.05%
4,593
106
$221K 0.05%
1,075
+35
107
$218K 0.05%
1,482
108
$218K 0.05%
5,201
-492
109
$213K 0.05%
2,250
+2
110
$210K 0.05%
3,932
-143
111
$203K 0.05%
1,725
112
$202K 0.05%
10,225
113
$169K 0.04%
21,000
+1,000
114
$13K ﹤0.01%
50
115
– –
-6,026
116
– –
-367,466
117
– –
-8,425
118
– –
-6,053
1 2 3 4
5