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
$332M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$3.85M
3
+$3.37M
4
QCOM icon
Qualcomm
QCOM
+$2.77M
5
DELL icon
Dell
DELL
+$2.7M

Top Sells

1
+$2.95M
2
+$2.66M
3
+$2.38M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.97M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M

Sector Composition

1 Technology 36.43%
2 Consumer Discretionary 17.8%
3 Communication Services 12.49%
4 Financials 11.86%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 1.2%
84,305
-25,864
27
$3.94M 1.19%
40,631
+27,261
28
$3.69M 1.11%
20,145
+1,434
29
$3.68M 1.11%
40,984
-6,658
30
$3.61M 1.09%
911
-744
31
$3.59M 1.08%
32,626
+506
32
$3.56M 1.07%
17,858
+13,932
33
$3.49M 1.05%
24,744
+18,406
34
$3.47M 1.05%
25,051
-3,302
35
$3.02M 0.91%
9,078
+1,488
36
$3M 0.9%
21,255
+596
37
$2.92M 0.88%
6,845
-3,625
38
$2.84M 0.86%
17,222
-11,930
39
$2.78M 0.84%
17,330
+1,780
40
$2.7M 0.81%
+19,566
41
$2.5M 0.75%
+14,262
42
$2.43M 0.73%
9,812
+379
43
$2.4M 0.72%
2,906
-1,909
44
$2.24M 0.67%
9,656
+2,752
45
$2.21M 0.67%
19,193
+609
46
$2.15M 0.65%
12,552
+5,918
47
$2.15M 0.65%
16,421
+5,443
48
$2.09M 0.63%
10,585
+1,066
49
$2.03M 0.61%
11,726
+10,338
50
$1.99M 0.6%
37,374
-6,232
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