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
$930M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$69.3M
2
+$8.9M
3
+$7.03M
4
EOG icon
EOG Resources
EOG
+$5.76M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.58M

Top Sells

1
+$6.51M
2
+$5.88M
3
+$5.08M
4
AAPL icon
Apple
AAPL
+$2.51M
5
SBUX icon
Starbucks
SBUX
+$2.3M

Sector Composition

1 Technology 35.46%
2 Healthcare 16.61%
3 Consumer Staples 7.39%
4 Industrials 7.33%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$586K 0.06%
6,677
+155
102
$585K 0.06%
+6,795
103
$577K 0.06%
28,789
-18,028
104
$568K 0.06%
16,650
105
$561K 0.06%
612
-572
106
$545K 0.06%
1,643
+41
107
$532K 0.06%
903
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108
$532K 0.06%
+6,170
109
$530K 0.06%
3,266
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110
$529K 0.06%
4,645
-77
111
$528K 0.06%
6,725
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112
$498K 0.05%
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113
$489K 0.05%
12,240
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114
$486K 0.05%
7,411
+111
115
$466K 0.05%
796
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116
$465K 0.05%
4,312
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117
$462K 0.05%
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118
$445K 0.05%
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119
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6,685
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120
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121
$413K 0.04%
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122
$395K 0.04%
733
123
$375K 0.04%
713
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124
$352K 0.04%
707
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125
$348K 0.04%
783
-173
3 4
5
6 7