LAM
Lakewood Asset Management Portfolio holdings
AUM
$150M
1-Year Est. Return
14.01%
1 Year Est. Return
+14.01%
AUM
$150M
AUM Growth
+$1.52M
(+1%)
Holding
104
Top Buys
| 1 | +$708K | |
| 2 | +$491K | |
| 3 | +$373K | |
| 4 |
ConocoPhillips
COP
|
+$362K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$338K |
Top Sells
| 1 | +$2.59M | |
| 2 | +$1.26M | |
| 3 | +$484K | |
| 4 |
UnitedHealth
UNH
|
+$281K |
| 5 |
AbbVie
ABBV
|
+$247K |
Sector Composition
| 1 | Consumer Discretionary | 23.23% |
| 2 | Financials | 16.57% |
| 3 | Technology | 9.02% |
| 4 | Energy | 7.18% |
| 5 | Industrials | 6.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Crown Crafts
CRWS
$30.1M
| $78.7K | 0.05% |
27,416
-329
|
|
||
|
102
AbbVie
ABBV
$406B
| – | – |
-1,177
|
|
||
|
103
UnitedHealth
UNH
$323B
| – | – |
-537
|
|
||
104
United Parcel Service
UPS
$73.2B
| – | – |
-1,872
|
|