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
$471M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$1.4M
3
+$977K
4
ABBV icon
AbbVie
ABBV
+$924K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$902K

Top Sells

1
+$531K
2
+$494K
3
+$406K
4
SYK icon
Stryker
SYK
+$329K
5
MSFT icon
Microsoft
MSFT
+$279K

Sector Composition

1 Technology 22.4%
2 Healthcare 15.34%
3 Industrials 10.77%
4 Real Estate 10.22%
5 Communication Services 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.05%
876
102
$233K 0.05%
+1,275
103
$233K 0.05%
3,200
104
$231K 0.05%
1,935
-80
105
$227K 0.05%
2,002
106
$226K 0.05%
1,425
107
$210K 0.04%
4,750
108
$208K 0.04%
+1,500
109
$206K 0.04%
689
110
$203K 0.04%
+1,978
111
$202K 0.04%
1,977
112
$200K 0.04%
+7,000
113
$82K 0.02%
16,000
114
$59K 0.01%
250
115
– –
-3,400
1 2 3 4
5