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
$436M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$6.95M
2 +$6.54M
3 +$926K
4
HD icon
Home Depot
HD
+$887K
5
RTN
Raytheon Company
RTN
+$862K

Top Sells

1 +$3.84M
2 +$1.2M
3 +$930K
4
DLR icon
Digital Realty Trust
DLR
+$895K
5
AAPL icon
Apple
AAPL
+$834K

Sector Composition

1 Technology 23.93%
2 Healthcare 16.6%
3 Industrials 10.35%
4 Real Estate 10.12%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$226K 0.05%
+1,183
102
$224K 0.05%
+4,750
103
$221K 0.05%
+2,015
104
$219K 0.05%
3,500
-5,910
105
$219K 0.05%
+3,200
106
$212K 0.05%
16,000
-10,000
107
$204K 0.05%
3,780
-195
108
$82K 0.02%
250
109
-2,191