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
$143M
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.78M
3
+$4.66M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.03M

Top Sells

1
+$1.64M
2
+$634K
3
+$450K
4
LYB icon
LyondellBasell Industries
LYB
+$392K
5
INTC icon
Intel
INTC
+$375K

Sector Composition

1 Technology 28.71%
2 Financials 11.81%
3 Consumer Discretionary 9.08%
4 Communication Services 8.77%
5 Healthcare 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.27%
+2,627
77
$384K 0.27%
+6,714
78
$377K 0.26%
+626
79
$377K 0.26%
+6,161
80
$376K 0.26%
+906
81
$373K 0.26%
+3,374
82
$368K 0.26%
+6,220
83
$364K 0.25%
+3,190
84
$364K 0.25%
+7,004
85
$356K 0.25%
+2,527
86
$347K 0.24%
+1,995
87
$346K 0.24%
+1,360
88
$330K 0.23%
+2,812
89
$329K 0.23%
+6,537
90
$328K 0.23%
+5,256
91
$320K 0.22%
+153
92
$318K 0.22%
+1,688
93
$317K 0.22%
+1,146
94
$297K 0.21%
+1,782
95
$278K 0.19%
+4,182
96
$276K 0.19%
+5,762
97
$270K 0.19%
+6,641
98
$264K 0.18%
+2,690
99
$264K 0.18%
+2,829
100
$257K 0.18%
+665
2 3
4
5 6