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
$655M
AUM Growth
+$38.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$811K
2 +$544K
3 +$516K
4
HD icon
Home Depot
HD
+$474K
5
AVGO icon
Broadcom
AVGO
+$425K

Sector Composition

1 Technology 25.07%
2 Healthcare 18.7%
3 Consumer Staples 11.92%
4 Communication Services 7.94%
5 Real Estate 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$65K 0.01%
15,000
127
$24K ﹤0.01%
222
128
-5,650
129
-4,134