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
$442M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.58M
3
+$5.06M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$4.52M
5
AMT icon
American Tower
AMT
+$854K

Top Sells

1
+$7.75M
2
+$6.09M
3
+$4.06M
4
DLR icon
Digital Realty Trust
DLR
+$943K
5
WM icon
Waste Management
WM
+$863K

Sector Composition

1 Technology 20.16%
2 Healthcare 15.99%
3 Industrials 14.08%
4 Communication Services 9.25%
5 Real Estate 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$268K 0.06%
3,551
+351
102
$240K 0.05%
1,425
-200
103
$231K 0.05%
+1,309
104
$229K 0.05%
1,482
105
$223K 0.05%
+1,433
106
$219K 0.05%
1,075
107
$218K 0.05%
4,593
108
$214K 0.05%
10,225
109
$213K 0.05%
2,927
-98
110
$209K 0.05%
2,051
-199
111
$204K 0.05%
3,682
-250
112
$193K 0.04%
21,000
113
$13K ﹤0.01%
50
114
$0 ﹤0.01%
+27,370
115
– –
-3,333
116
– –
-4,466
117
– –
-12,218
118
– –
-1,725
119
– –
-7,100
120
– –
-5,201
1 2 3 4
5