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
$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
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139
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-24,622
140
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-29,485
2 3 4 5
6