LCM

LVM Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 32.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$76.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.15M
3
+$693K
4
FTNT icon
Fortinet
FTNT
+$679K
5
UBER icon
Uber
UBER
+$628K

Top Sells

1
+$6.64M
2
+$3.11M
3
+$1.77M
4
AAPL icon
Apple
AAPL
+$1.36M
5
ICLR icon
Icon
ICLR
+$1.27M

Sector Composition

1 Technology 36%
2 Healthcare 15.52%
3 Financials 8.4%
4 Industrials 7.03%
5 Consumer Staples 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$601K 0.06%
6,677
102
$594K 0.06%
6,300
103
$587K 0.06%
4,721
-100
104
$581K 0.06%
5,635
105
$576K 0.06%
12,774
-1,000
106
$569K 0.05%
7,411
107
$566K 0.05%
+4,230
108
$563K 0.05%
1,161
-3
109
$545K 0.05%
+8,090
110
$540K 0.05%
+1,755
111
$532K 0.05%
+21,900
112
$529K 0.05%
+3,268
113
$529K 0.05%
+1,688
114
$528K 0.05%
+1,250
115
$526K 0.05%
4,248
-30
116
$518K 0.05%
705
-11
117
$518K 0.05%
11,790
-225
118
$491K 0.05%
+1,590
119
$471K 0.05%
4,572
+33
120
$456K 0.04%
+4,807
121
$442K 0.04%
3,686
122
$441K 0.04%
9,000
123
$404K 0.04%
710
-3
124
$392K 0.04%
818
125
$392K 0.04%
2,577
-3,210
3 4
5
6 7