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
$488M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$9.3M
2 +$7.89M
3 +$6.87M
4
SYY icon
Sysco
SYY
+$2.11M
5
GLD icon
SPDR Gold Trust
GLD
+$988K

Top Sells

1 +$7.66M
2 +$4.04M
3 +$1.15M
4
DFS
Discover Financial Services
DFS
+$943K
5
XOM icon
Exxon Mobil
XOM
+$606K

Sector Composition

1 Technology 27%
2 Healthcare 19.11%
3 Consumer Staples 9.7%
4 Real Estate 8.75%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$210K 0.04%
+1,625
102
$201K 0.04%
+1,042
103
$56K 0.01%
16,000
104
-58,420
105
-10,678
106
-250
107
-13,425
108
-35,600