LAM
L2 Asset Management Portfolio holdings
AUM
$748M
1-Year Est. Return
23.24%
This Fund
S&P 500
1 Year Est. Return
+23.24%
AUM
$691M
AUM Growth
+$80.2M
(+13%)
Holding
404
Top Buys
| 1 | +$8.48M | |
| 2 | +$4.96M | |
| 3 | +$4.9M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$3.4M |
| 5 |
Exelixis
EXEL
|
+$3.27M |
Top Sells
| 1 | +$6.59M | |
| 2 | +$4.75M | |
| 3 | +$4.57M | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.6M |
| 5 |
Ralph Lauren
RL
|
+$2.94M |
Sector Composition
| 1 | Technology | 25.85% |
| 2 | Financials | 11.92% |
| 3 | Communication Services | 8.93% |
| 4 | Consumer Discretionary | 8.6% |
| 5 | Healthcare | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
401
Vanguard S&P 500 ETF
VOO
$855B
| – | – |
-6,345
|
|
||
402
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
| – | – |
-845
|
|
||
403
Vanguard FTSE Emerging Markets ETF
VWO
$115B
| – | – |
-9,318
|
|
||
404
XP
XP
$11.2B
| – | – |
-81,491
|
|