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
$406M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$2.3M
3
+$1.63M
4
VZ icon
Verizon
VZ
+$905K
5
AVGO icon
Broadcom
AVGO
+$838K

Top Sells

1
+$6.98M
2
+$5.56M
3
+$4.65M
4
AAPL icon
Apple
AAPL
+$1.35M
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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-5,350
103
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-2,002
104
– –
-13,896
105
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-1,425
106
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-3,459
107
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-1,545
108
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-14,112
109
– –
-1,870
110
– –
-1,827
111
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-1,000
112
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-689
113
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-31,310
114
– –
-1,290
115
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-7,895
116
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-4,750
117
– –
-1,630
118
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-2,863
1 2 3 4
5