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
$332M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1 +$7.38M
2 +$3.85M
3 +$3.37M
4
QCOM icon
Qualcomm
QCOM
+$2.77M
5
DELL icon
Dell
DELL
+$2.7M

Top Sells

1 +$2.95M
2 +$2.66M
3 +$2.38M
4
CHKP icon
Check Point Software Technologies
CHKP
+$1.97M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M

Sector Composition

1 Technology 36.43%
2 Consumer Discretionary 17.8%
3 Communication Services 12.49%
4 Financials 11.86%
5 Healthcare 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$307K 0.09%
3,160
+289
152
$305K 0.09%
1,696
-515
153
$298K 0.09%
2,175
+206
154
$297K 0.09%
+1,802
155
$297K 0.09%
1,685
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156
$296K 0.09%
2,955
+245
157
$294K 0.09%
699
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158
$294K 0.09%
503
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159
$286K 0.09%
868
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160
$276K 0.08%
4,082
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161
$275K 0.08%
363
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162
$273K 0.08%
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163
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1,142
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164
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3,657
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165
$270K 0.08%
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166
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5,386
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173
$259K 0.08%
864
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174
$257K 0.08%
5,454
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175
$251K 0.08%
7,490
-2,847