LCM

LVM Capital Management Portfolio holdings

AUM $1.08B
1-Year Est. Return 28.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$11M
3
+$9.56M
4
BA icon
Boeing
BA
+$9.46M
5
DIS icon
Walt Disney
DIS
+$8.03M

Top Sells

1
+$11.2M
2
+$10.2M
3
+$9.23M
4
WU icon
Western Union
WU
+$6.78M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$6.41M

Sector Composition

1 Healthcare 18.08%
2 Technology 17.65%
3 Industrials 13.12%
4 Communication Services 11.48%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-6,242
127
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129
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-6,600
130
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131
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132
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-22,650
133
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-21,725
134
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-50,203
135
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-3,226
136
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-2,650
137
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-27,950
2 3 4 5
6