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
$516M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$3.72M
2 +$1.62M
3 +$988K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$844K
5
IAU icon
iShares Gold Trust
IAU
+$800K

Sector Composition

1 Technology 27.09%
2 Healthcare 19.77%
3 Consumer Staples 10.22%
4 Communication Services 8.64%
5 Real Estate 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$211K 0.04%
+624
102
$208K 0.04%
1,042
103
$203K 0.04%
+4,068
104
$116K 0.02%
16,000
105
-941
106
-88,470
107
-6,000