LCM

LVM Capital Management Portfolio holdings

AUM $1.08B
1-Year Est. Return 28.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$406M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$2.35M
3
+$1.92M
4
AVGO icon
Broadcom
AVGO
+$996K
5
VZ icon
Verizon
VZ
+$964K

Top Sells

1
+$8.55M
2
+$6.76M
3
+$6.39M
4
AAPL icon
Apple
AAPL
+$1.57M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$1.01M

Sector Composition

1 Technology 26.15%
2 Healthcare 19.9%
3 Real Estate 9.79%
4 Communication Services 9.46%
5 Consumer Staples 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20K ﹤0.01%
250
102
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-2,863
103
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-1,630
104
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-4,750
105
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-7,895
106
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-1,290
107
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-31,310
108
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-689
109
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-1,425
110
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-13,896
111
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112
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113
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-1,000
114
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-1,827
115
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-1,870
116
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-14,112
117
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-1,545
118
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-3,459
1 2 3 4
5