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
$415M
AUM Growth
-$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$3.74M
3
+$1.06M
4
UNH icon
UnitedHealth
UNH
+$650K
5
XOM icon
Exxon Mobil
XOM
+$531K

Top Sells

1
+$28.5M
2
+$6.39M
3
+$987K
4
AAPL icon
Apple
AAPL
+$487K
5
WU icon
Western Union
WU
+$419K

Sector Composition

1 Technology 22.46%
2 Healthcare 17.09%
3 Real Estate 9.55%
4 Communication Services 8.3%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.06%
2,212
102
$253K 0.06%
1,604
103
$250K 0.06%
1,785
104
$231K 0.06%
10,025
-200
105
$225K 0.05%
+1,159
106
$223K 0.05%
3,434
-117
107
$209K 0.05%
2,053
108
$208K 0.05%
1,425
109
$200K 0.05%
1,075
110
$14K ﹤0.01%
50
111
– –
-2,412
112
– –
-67,588
113
– –
-1,433
114
– –
-4,593
1 2 3 4
5