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
126
$391K 0.04%
3,171
127
$354K 0.03%
578
128
$344K 0.03%
707
129
$330K 0.03%
+7,391
130
$313K 0.03%
11,050
131
$309K 0.03%
1,132
132
$305K 0.03%
2,113
+45
133
$295K 0.03%
3,600
134
$291K 0.03%
250
135
$265K 0.03%
5,253
-1,073
136
$259K 0.02%
760
+35
137
$257K 0.02%
1,900
-1,700
138
$255K 0.02%
3,184
139
$253K 0.02%
+5,658
140
$251K 0.02%
2,864
141
$251K 0.02%
835
142
$246K 0.02%
698
143
$241K 0.02%
8,905
144
$240K 0.02%
732
+12
145
$232K 0.02%
4,156
-170
146
$232K 0.02%
550
147
$231K 0.02%
4,700
-505
148
$227K 0.02%
299
149
$223K 0.02%
+1,000
150
$217K 0.02%
2,280
3 4 5
6
7