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
$155M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$1.48M
3
+$600K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$496K
5
AAPL icon
Apple
AAPL
+$374K

Top Sells

1
+$5.37M
2
+$1.81M
3
+$793K
4
NTAP icon
NetApp
NTAP
+$693K
5
FNF icon
Fidelity National Financial
FNF
+$577K

Sector Composition

1 Healthcare 21.74%
2 Financials 20.01%
3 Technology 19.69%
4 Energy 6.55%
5 Communication Services 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.17%
56,561
-9,288
27
$1.86M 1.16%
11,506
28
$1.8M 1.12%
29,264
+231
29
$1.79M 1.11%
33,931
-3,732
30
$1.72M 1.07%
52,323
-14,157
31
$1.58M 0.99%
23,160
+22
32
$1.5M 0.93%
11,872
-543
33
$1.48M 0.92%
+98,100
34
$1.45M 0.9%
28,211
35
$1.34M 0.83%
3,897
-121
36
$1.28M 0.8%
3,878
37
$1.26M 0.79%
14,313
+1,219
38
$1.26M 0.78%
10,254
-784
39
$1.23M 0.77%
14,423
-2,423
40
$1.21M 0.75%
13,015
+151
41
$1.17M 0.73%
10,681
-3,537
42
$1.13M 0.7%
34,452
-12,964
43
$1.12M 0.7%
8,858
+82
44
$1.12M 0.7%
29,855
-15,343
45
$1.12M 0.7%
10,887
-479
46
$1.08M 0.67%
14,493
-3,195
47
$1.05M 0.66%
9,539
+1,048
48
$1M 0.62%
1,388
49
$949K 0.59%
10,204
-3,294
50
$922K 0.57%
11,492
+57
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2
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