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
$91.1M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$1.3M
3 +$1.22M
4
DVA icon
DaVita
DVA
+$964K
5
ETFC
E*Trade Financial Corporation
ETFC
+$927K

Top Sells

1 +$3.08M
2 +$2.86M
3 +$2.51M
4
CTXS
Citrix Systems Inc
CTXS
+$1.37M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$1.17M

Sector Composition

1 Technology 49.05%
2 Healthcare 20.04%
3 Consumer Discretionary 7.71%
4 Industrials 6.99%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-86,265
77
0
78
-7,012
79
-11,380