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
$653M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.41M
3
+$1.88M
4
CVX icon
Chevron
CVX
+$1.48M
5
PFE icon
Pfizer
PFE
+$791K

Top Sells

1
+$5.66M
2
+$4.28M
3
+$2.93M
4
MPW icon
Medical Properties Trust
MPW
+$2.17M
5
SYK icon
Stryker
SYK
+$1.26M

Sector Composition

1 Technology 23.41%
2 Healthcare 20.58%
3 Consumer Staples 13.48%
4 Industrials 6.14%
5 Real Estate 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$339K 0.05%
1,907
102
$316K 0.05%
10,410
-3,845
103
$312K 0.05%
3,370
-2,702
104
$307K 0.05%
1,460
105
$298K 0.05%
4,886
-625
106
$297K 0.05%
2,773
107
$279K 0.04%
4,273
108
$268K 0.04%
1,883
-1,853
109
$268K 0.04%
1,986
110
$263K 0.04%
17,154
+6,300
111
$259K 0.04%
3,621
+360
112
$256K 0.04%
1,555
113
$254K 0.04%
2,259
+160
114
$250K 0.04%
880
+23
115
$247K 0.04%
1,061
-25
116
$242K 0.04%
19,960
+470
117
$241K 0.04%
2,525
+220
118
$238K 0.04%
2,242
+240
119
$235K 0.04%
5,100
120
$235K 0.04%
2,805
121
$225K 0.03%
3,200
122
$215K 0.03%
+7,500
123
$214K 0.03%
389
+36
124
$212K 0.03%
591
-10
125
$208K 0.03%
1,865
2 3 4
5
6