LCM
LVM Capital Management Portfolio holdings
AUM
$964M
This Quarter Return
+10.44%
1 Year Return
+18.8%
3 Year Return
+70.29%
5 Year Return
+119.03%
10 Year Return
+295.51%
AUM
$781M
AUM Growth
+$781M
(+10%)
Cap. Flow
+$6.86M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
45.65%
Holding
150
New
12
Increased
53
Reduced
46
Closed
3
Top Buys
| 1 |
Salesforce
CRM
|
$11.1M |
| 2 |
EOG Resources
EOG
|
$3.4M |
| 3 |
Chevron
CVX
|
$2.28M |
| 4 |
Pfizer
PFE
|
$1.79M |
| 5 |
Lockheed Martin
LMT
|
$1.11M |
Top Sells
| 1 |
United Parcel Service
UPS
|
$9.74M |
| 2 |
iShares Cybersecurity and Tech ETF
IHAK
|
$4.93M |
| 3 |
Realty Income
O
|
$3.58M |
| 4 |
American Tower
AMT
|
$2.03M |
| 5 |
ATVI
Activision Blizzard Inc.
ATVI
|
$1.92M |
Sector Composition
| 1 | Technology | 31.56% |
| 2 | Healthcare | 19.19% |
| 3 | Consumer Staples | 9.16% |
| 4 | Industrials | 7.08% |
| 5 | Financials | 6.56% |
