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
$879M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$4.89M
3
+$1.2M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$879K
5
CVX icon
Chevron
CVX
+$845K

Top Sells

1
+$3.62M
2
+$2.07M
3
+$1.82M
4
MSFT icon
Microsoft
MSFT
+$1.71M
5
LOW icon
Lowe's Companies
LOW
+$1M

Sector Composition

1 Technology 33.81%
2 Healthcare 19.05%
3 Consumer Staples 8.38%
4 Industrials 7.17%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$611K 0.07%
2,559
+14
102
$584K 0.07%
16,650
103
$579K 0.07%
1,588
+128
104
$572K 0.07%
3,679
+234
105
$569K 0.06%
7,300
106
$563K 0.06%
13,550
107
$531K 0.06%
+956
108
$516K 0.06%
1,967
-58
109
$513K 0.06%
6,780
-55
110
$502K 0.06%
1,602
+20
111
$496K 0.06%
6,522
+56
112
$484K 0.06%
7,658
-299
113
$470K 0.05%
3,446
+100
114
$462K 0.05%
10,563
+113
115
$441K 0.05%
10,683
+125
116
$421K 0.05%
+1,126
117
$396K 0.05%
3,955
118
$385K 0.04%
8,905
119
$372K 0.04%
11,050
-2,500
120
$366K 0.04%
+733
121
$355K 0.04%
705
122
$345K 0.04%
1,893
123
$345K 0.04%
5,091
+225
124
$323K 0.04%
2,442
+200
125
$313K 0.04%
710
-251
2 3 4
5
6