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
$458M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$13.8M
3
+$9.36M
4
MTBA icon
Simplify MBS ETF
MTBA
+$9.22M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$8.94M

Top Sells

1
+$17.4M
2
+$8.27M
3
+$5.46M
4
ABNB icon
Airbnb
ABNB
+$3.68M
5
MSFT icon
Microsoft
MSFT
+$3.66M

Sector Composition

1 Technology 26.79%
2 Consumer Discretionary 13.52%
3 Financials 12.69%
4 Communication Services 9.96%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.92M 0.63%
11,602
+749
52
$2.8M 0.61%
9,816
+1,669
53
$2.69M 0.59%
14,434
+4,146
54
$2.6M 0.57%
14,628
+140
55
$2.59M 0.56%
30,336
+18,804
56
$2.46M 0.53%
15,111
-6,430
57
$2.37M 0.51%
72,411
+6,929
58
$2.22M 0.48%
17,150
+786
59
$2.02M 0.44%
6,406
+140
60
$1.94M 0.42%
20,316
+6,436
61
$1.91M 0.42%
22,305
+15,071
62
$1.84M 0.4%
17,086
-808
63
$1.83M 0.4%
10,898
+9,653
64
$1.77M 0.39%
6,807
-379
65
$1.75M 0.38%
8,427
+5,510
66
$1.68M 0.37%
206
-151
67
$1.67M 0.36%
3,163
-125
68
$1.65M 0.36%
+18,301
69
$1.6M 0.35%
17,037
+10,246
70
$1.56M 0.34%
11,891
-27,984
71
$1.55M 0.34%
+1,694
72
$1.49M 0.32%
13,702
-14,936
73
$1.48M 0.32%
3,796
-123
74
$1.47M 0.32%
28,700
+14,638
75
$1.45M 0.32%
1,629
-72
1 2
3
4 5