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
$145M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$5.11M
3
+$2.32M
4
UTHR icon
United Therapeutics
UTHR
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.79M

Top Sells

1
+$2.08M
2
+$2.05M
3
+$2.03M
4
MO icon
Altria Group
MO
+$2M
5
INTC icon
Intel
INTC
+$1.72M

Sector Composition

1 Technology 21.06%
2 Financials 19.97%
3 Healthcare 19.94%
4 Communication Services 6.46%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$938K 0.65%
+8,776
52
$918K 0.63%
12,956
+859
53
$776K 0.53%
19,241
+14,165
54
$763K 0.53%
+33,797
55
$741K 0.51%
8,491
+1,085
56
$739K 0.51%
18,477
+15
57
$725K 0.5%
12,559
+1,591
58
$724K 0.5%
11,435
-989
59
$720K 0.5%
10,002
+37
60
$706K 0.49%
5,204
-5,543
61
$687K 0.47%
6,423
+2,707
62
$662K 0.46%
5,398
+688
63
$650K 0.45%
5,470
-2,617
64
$628K 0.43%
7,561
-24,495
65
$612K 0.42%
5,861
+726
66
$603K 0.42%
15,752
+1,319
67
$588K 0.4%
3,312
+410
68
$586K 0.4%
48,270
+5,970
69
$571K 0.39%
2,069
+256
70
$565K 0.39%
3,936
+488
71
$552K 0.38%
8,987
+1,696
72
$549K 0.38%
+3,719
73
$532K 0.37%
7,985
-1,682
74
$531K 0.37%
+2,526
75
$522K 0.36%
12,934
-49,661
1 2
3
4 5