LAM

L2 Asset Management Portfolio holdings

AUM $691M
1-Year Est. Return 24.47%
This Quarter Est. Return
1 Year Est. Return
+24.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$5.37M
2
+$5.11M
3
+$2.32M
4
UTHR icon
United Therapeutics
UTHR
+$2.21M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.79M

Top Sells

1
+$2.08M
2
+$2.05M
3
+$2.03M
4
MO icon
Altria Group
MO
+$2M
5
INTC icon
Intel
INTC
+$1.72M

Sector Composition

1 Technology 21.06%
2 Financials 19.97%
3 Healthcare 19.94%
4 Communication Services 6.46%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,051
127
– –
-7,819
128
– –
-32,796
129
– –
-29,485
130
– –
-33,497
131
– –
-49,381
132
– –
-672
133
– –
-2,484
134
– –
-11,928
135
– –
-4,659
136
– –
-5,389
137
– –
-23,816
138
– –
-10,693
139
– –
-70,049
140
– –
-24,622
2 3 4 5
6