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
$243M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$11.1M
3
+$7.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.78M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.66M

Top Sells

1
+$33.7M
2
+$11M
3
+$4.84M
4
BWA icon
BorgWarner
BWA
+$2.53M
5
AMAT icon
Applied Materials
AMAT
+$2.42M

Sector Composition

1 Technology 34.33%
2 Consumer Discretionary 17.32%
3 Financials 13.39%
4 Communication Services 12.95%
5 Healthcare 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$715K 0.29%
2,038
+1,809
77
$702K 0.29%
9,725
+9,156
78
$700K 0.29%
1,721
+748
79
$699K 0.29%
1,936
+1,308
80
$698K 0.29%
1,434
+1,365
81
$694K 0.29%
2,339
+2,278
82
$690K 0.28%
14,024
+12,611
83
$689K 0.28%
13,720
+13,674
84
$651K 0.27%
1,584
+1,556
85
$642K 0.26%
17,435
+16,405
86
$583K 0.24%
13,286
+12,910
87
$579K 0.24%
+5,742
88
$555K 0.23%
17,000
+13,442
89
$541K 0.22%
866
-138
90
$529K 0.22%
5,856
+5,649
91
$528K 0.22%
3,650
+3,549
92
$512K 0.21%
13,590
+13,229
93
$501K 0.21%
2,938
+2,915
94
$480K 0.2%
1,955
+1,790
95
$471K 0.19%
666
+541
96
$454K 0.19%
1,030
+457
97
$450K 0.19%
2,148
+2,121
98
$446K 0.18%
4,091
+4,024
99
$436K 0.18%
1,985
+1,406
100
$431K 0.18%
5,362
+4,893
2 3
4
5 6