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
51
$888K 0.55%
6,623
+762
52
$881K 0.55%
18,499
+22
53
$875K 0.54%
10,002
54
$870K 0.54%
12,588
+29
55
$855K 0.53%
6,486
+63
56
$850K 0.53%
31,404
-2,393
57
$849K 0.53%
5,428
+30
58
$809K 0.5%
7,996
+435
59
$807K 0.5%
5,729
+259
60
$801K 0.5%
4,465
+529
61
$797K 0.5%
54,510
+6,240
62
$773K 0.48%
3,721
+409
63
$772K 0.48%
15,456
-5,340
64
$750K 0.47%
10,021
-2,935
65
$736K 0.46%
2,331
+262
66
$735K 0.46%
5,970
+899
67
$705K 0.44%
1,928
+341
68
$678K 0.42%
1,950
+220
69
$624K 0.39%
14,318
-4,923
70
$624K 0.39%
9,803
+1,175
71
$622K 0.39%
5,167
-37
72
$614K 0.38%
7,985
73
$606K 0.38%
18,289
+2,168
74
$600K 0.37%
+12,395
75
$566K 0.35%
3,134
+372
1 2
3
4 5