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
76
$564K 0.35%
12,336
-598
77
$561K 0.35%
8,898
-89
78
$541K 0.34%
2,526
79
$505K 0.31%
7,130
+480
80
$489K 0.3%
2,040
+131
81
$432K 0.27%
5,411
82
$429K 0.27%
1,484
83
$409K 0.25%
12,856
-2,896
84
$404K 0.25%
1,514
+248
85
$400K 0.25%
4,816
+67
86
$385K 0.24%
8,630
87
$378K 0.24%
9,584
+1,170
88
$377K 0.23%
4,512
+583
89
$367K 0.23%
3,312
90
$361K 0.22%
4,155
+513
91
$359K 0.22%
8,702
+1,116
92
$354K 0.22%
1,053
+110
93
$349K 0.22%
9,974
+977
94
$344K 0.21%
2,083
+237
95
$332K 0.21%
2,565
-356
96
$332K 0.21%
2,834
+372
97
$329K 0.21%
1,536
+164
98
$326K 0.2%
+1,000
99
$322K 0.2%
3,872
+489
100
$320K 0.2%
933
+98
2 3
4
5 6