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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$565M
2
+$2.93M

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
102
$584K 0.07%
16,650
103
$579K 0.07%
1,588
104
$572K 0.07%
3,679
105
$569K 0.06%
7,300
106
$563K 0.06%
13,550
107
$531K 0.06%
956
108
$516K 0.06%
1,967
109
$513K 0.06%
6,780
110
$502K 0.06%
1,602
111
$496K 0.06%
6,522
112
$484K 0.06%
7,658
113
$470K 0.05%
3,446
114
$462K 0.05%
10,563
115
$441K 0.05%
10,683
116
$421K 0.05%
1,126
117
$396K 0.05%
3,955
118
$385K 0.04%
8,905
119
$372K 0.04%
11,050
120
$366K 0.04%
733
121
$355K 0.04%
705
122
$345K 0.04%
1,893
123
$345K 0.04%
5,091
124
$323K 0.04%
2,442
125
$313K 0.04%
710
2 3 4
5
6