LAM

L2 Asset Management Portfolio holdings

AUM $611M
1-Year Est. Return 24.26%
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.78M
3
+$4.66M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.03M

Top Sells

1
+$1.64M
2
+$634K
3
+$450K
4
LYB icon
LyondellBasell Industries
LYB
+$392K
5
INTC icon
Intel
INTC
+$375K

Sector Composition

1 Technology 28.71%
2 Financials 11.81%
3 Consumer Discretionary 9.08%
4 Communication Services 8.77%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.46%
+4,410
27
$1.94M 1.36%
9,015
+6,805
28
$1.83M 1.28%
10,498
+8,273
29
$1.75M 1.22%
47,418
+32,216
30
$1.7M 1.19%
+8,244
31
$1.59M 1.11%
18,820
+11,502
32
$1.58M 1.11%
76,203
+58,087
33
$1.56M 1.09%
9,297
+6,746
34
$1.55M 1.08%
11,573
+1,717
35
$1.52M 1.06%
+12,997
36
$1.42M 0.99%
+4,232
37
$1.41M 0.98%
19,369
+16,216
38
$1.37M 0.96%
4,536
+3,008
39
$1.34M 0.94%
13,226
+5,318
40
$1.29M 0.9%
28,518
+2,737
41
$1.25M 0.87%
4,827
+1,626
42
$1.23M 0.86%
2,850
+307
43
$1.22M 0.85%
+3,459
44
$1.16M 0.81%
+8,040
45
$1.14M 0.8%
2,986
+2,196
46
$1.05M 0.73%
+6,613
47
$1.02M 0.72%
18,893
+10,808
48
$1.01M 0.71%
+17,920
49
$1.01M 0.71%
+34,490
50
$967K 0.68%
+21,742
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