LA
Lakeside Advisors Portfolio holdings
AUM
$156M
1-Year Est. Return
19.71%
This Fund
S&P 500
1 Year Est. Return
+19.71%
AUM
$158M
AUM Growth
+$2.91M
(+1.9%)
Holding
64
Top Buys
| 1 | +$227K | |
| 2 | +$186K | |
| 3 | +$61.9K | |
| 4 |
PACCAR
PCAR
|
+$16.6K |
| 5 |
Guinness Atkinson Dividend Builder ETF
DIVS
|
+$16.4K |
Top Sells
| 1 | +$917K | |
| 2 | +$523K | |
| 3 | +$325K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$266K |
| 5 |
Bristol-Myers Squibb
BMY
|
+$204K |
Sector Composition
| 1 | Technology | 31.63% |
| 2 | Industrials | 14.32% |
| 3 | Financials | 14.06% |
| 4 | Consumer Staples | 12.84% |
| 5 | Healthcare | 8.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
GE HealthCare
GEHC
$31.8B
| $333K | 0.21% |
4,432
|
|
||
52
Chevron
CVX
$400B
| $311K | 0.2% |
2,001
+1
|
|
||
53
Mondelez International
MDLZ
$72.1B
| $304K | 0.19% |
4,863
-400
|
|
||
54
Pfizer
PFE
$153B
| $280K | 0.18% |
10,982
-497
|
|
||
55
Guinness Atkinson Sustainable Energy ETF
SOLR
$3M
| $269K | 0.17% |
8,802
-1,300
|
|
||
56
WaFd
WAFD
$2.36B
| $259K | 0.16% |
8,540
-241
|
|
||
57
Capital Group Short Duration Municipal Income ETF
CGSM
$1.1B
| $250K | 0.16% |
9,500
|
|
||
58
Nike
NKE
$77.5B
| $241K | 0.15% |
3,450
|
|
||
59
Tesla
TSLA
$1.38T
| $238K | 0.15% |
+535
|
|
||
|
KNO
60
AXS Knowledge Leaders ETF
KNO
$37.7M
| $230K | 0.15% |
+4,550
|
|
||
61
Verizon
VZ
$211B
| $228K | 0.14% |
5,186
|
|
||
62
Guinness Atkinson Asia Pacific Dividend Builder ETF
ADIV
$45.7M
| $226K | 0.14% |
12,500
-1,400
|
|
||
63
Microvision
MVIS
$205M
| $127K | 0.08% |
102,638
|
|
||
|
64
Bristol-Myers Squibb
BMY
$117B
| – | – |
-4,399
|
|