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
$94.2M
AUM Growth
+$3.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.73M
3
+$1.54M
4
HUM icon
Humana
HUM
+$1.47M
5
LYB icon
LyondellBasell Industries
LYB
+$885K

Top Sells

1
+$1.81M
2
+$1.77M
3
+$1.14M
4
ABBV icon
AbbVie
ABBV
+$1.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.04M

Sector Composition

1 Technology 43.16%
2 Healthcare 18.58%
3 Financials 12.23%
4 Industrials 9%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.57M 4.49%
48,096
-3,892
2
$4.55M 3.66%
21,623
+723
3
$2.77M 2.23%
23,540
-8,753
4
$2.73M 2.2%
24,505
-9,305
5
$2.65M 2.13%
9,326
-66
6
$2.56M 2.07%
49,508
+10,462
7
$2.54M 2.05%
42,602
-7,234
8
$2.5M 2.02%
9,851
-1,604
9
$2.46M 1.98%
28,675
+183
10
$2.37M 1.91%
60,088
+236
11
$2.3M 1.85%
10,892
+424
12
$2.22M 1.79%
5,371
+3,541
13
$2.15M 1.73%
36,166
-6,688
14
$2.12M 1.71%
9,622
+607
15
$2.12M 1.71%
21,895
-5,533
16
$2.05M 1.65%
39,317
-11,380
17
$2.03M 1.64%
61,310
-34,460
18
$2.01M 1.62%
10,383
-1,395
19
$2M 1.61%
29,624
-416
20
$1.91M 1.53%
23,972
-11,026
21
$1.82M 1.46%
+18,861
22
$1.79M 1.44%
12,295
+892
23
$1.79M 1.44%
12,511
-5,515
24
$1.73M 1.39%
+71,823
25
$1.72M 1.38%
27,141
+772
1
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