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
$310M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Sells

1 +$26.8M
2 +$10.6M
3 +$9M
4
SFL icon
SFL Corp
SFL
+$8.94M
5
VZ icon
Verizon
VZ
+$8.55M

Sector Composition

1 Technology 15.61%
2 Energy 14.92%
3 Healthcare 14.2%
4 Financials 10.32%
5 Consumer Staples 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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127
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128
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129
-20,590
130
-38,068
131
-79,655
132
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133
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135
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136
-69,845