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
$616M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$6.55M
2 +$6.24M
3 +$319K
4
AMAT icon
Applied Materials
AMAT
+$267K
5
BF.A icon
Brown-Forman Class A
BF.A
+$263K

Top Sells

1 +$1.64M
2 +$1.58M
3 +$1.52M
4
CSCO icon
Cisco
CSCO
+$1.15M
5
MCBC
Macatawa Bank Corp
MCBC
+$881K

Sector Composition

1 Technology 24.57%
2 Healthcare 18.89%
3 Consumer Staples 12.43%
4 Communication Services 8.23%
5 Real Estate 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-105,306
127
-16,234
128
-3,768
129
-3,063