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
$930M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$55.3M
2
+$9.55M
3
+$7.41M
4
EOG icon
EOG Resources
EOG
+$6M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$4.84M

Top Sells

1
+$6.89M
2
+$6.21M
3
+$5.78M
4
SBUX icon
Starbucks
SBUX
+$2.43M
5
AAPL icon
Apple
AAPL
+$2.36M

Sector Composition

1 Technology 35.46%
2 Healthcare 16.61%
3 Consumer Staples 7.39%
4 Industrials 7.33%
5 Financials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17K ﹤0.01%
25,000
+12,500
152
– –
-7,515
153
– –
-1,133
154
– –
-21,550
155
– –
-3,778
156
– –
-14,170
157
– –
-839
158
– –
-629
159
$0 ﹤0.01%
50,000
3 4 5 6
7