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
1
$5.95M 4.1%
43,066
+6,379
2
$5.72M 3.94%
1,364
+426
3
$5.37M 3.7%
+395
4
$5.11M 3.52%
+75,116
5
$4.55M 3.13%
19,523
+1,986
6
$4.03M 2.77%
17,886
-75
7
$3.48M 2.39%
13,015
+1,091
8
$3.46M 2.38%
48,731
+8,582
9
$3.4M 2.34%
55,103
+5,115
10
$3.11M 2.14%
30,375
+3,631
11
$3.03M 2.08%
12,023
+3,637
12
$2.87M 1.98%
36,515
+2,277
13
$2.79M 1.92%
30,739
+9,154
14
$2.7M 1.86%
43,675
+13,421
15
$2.37M 1.63%
53,300
+6,260
16
$2.34M 1.61%
24,328
+14,648
17
$2.33M 1.6%
36,108
+17,141
18
$2.32M 1.6%
+57,799
19
$2.28M 1.57%
18,577
+1,301
20
$2.24M 1.54%
14,607
+995
21
$2.21M 1.52%
+10,579
22
$2.07M 1.43%
26,221
+1,606
23
$2.05M 1.41%
28,945
+11,840
24
$2.05M 1.41%
32,503
-4,246
25
$2M 1.38%
37,663
+433
1
2 3 4 5