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
$88.3M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$2.86M
3
+$2.51M
4
DVA icon
DaVita
DVA
+$1.24M
5
INTC icon
Intel
INTC
+$1.21M

Top Sells

1
+$2.67M
2
+$2.65M
3
+$2.22M
4
COP icon
ConocoPhillips
COP
+$1.82M
5
AXP icon
American Express
AXP
+$1.46M

Sector Composition

1 Technology 42.53%
2 Healthcare 22.13%
3 Consumer Discretionary 6.6%
4 Financials 6.59%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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