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
$690M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$9.8M
2
+$6.83M
3
+$2.12M
4
CVX icon
Chevron
CVX
+$1.47M
5
VZ icon
Verizon
VZ
+$1.33M

Top Sells

1
+$4.19M
2
+$1.2M
3
+$969K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$891K
5
AON icon
Aon
AON
+$874K

Sector Composition

1 Technology 23.21%
2 Healthcare 21.15%
3 Consumer Staples 11.95%
4 Industrials 6.14%
5 Real Estate 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$375K 0.05%
1,907
-40
102
$338K 0.05%
4,125
103
$326K 0.05%
2,773
+916
104
$319K 0.05%
1,460
105
$309K 0.04%
5,100
106
$302K 0.04%
3,261
107
$295K 0.04%
19,490
-36,350
108
$295K 0.04%
1,750
109
$286K 0.04%
4,273
110
$285K 0.04%
1,986
111
$284K 0.04%
2,099
-280
112
$270K 0.04%
857
-20
113
$263K 0.04%
1,555
+245
114
$261K 0.04%
1,086
115
$256K 0.04%
2,805
116
$256K 0.04%
3,200
117
$252K 0.04%
1,466
+50
118
$242K 0.04%
5,895
119
$236K 0.03%
5,811
+84
120
$228K 0.03%
601
121
$227K 0.03%
2,002
122
$227K 0.03%
10,854
-7,985
123
$221K 0.03%
1,865
124
$220K 0.03%
4,786
125
$215K 0.03%
353
2 3 4
5
6