LAM
Lakewood Asset Management Portfolio holdings
AUM
$165M
1-Year Est. Return
13.22%
1 Year Est. Return
+13.22%
AUM
$165M
AUM Growth
+$15.7M
(+10%)
Holding
105
Top Buys
| 1 | +$1.67M | |
| 2 | +$1.53M | |
| 3 | +$710K | |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$472K |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$470K |
Top Sells
| 1 | +$362K | |
| 2 | +$360K | |
| 3 | +$284K | |
| 4 |
Gartner
IT
|
+$263K |
| 5 |
Hewlett Packard
HPE
|
+$61.6K |
Sector Composition
| 1 | Consumer Discretionary | 23.05% |
| 2 | Financials | 15.95% |
| 3 | Technology | 9.78% |
| 4 | Energy | 7.13% |
| 5 | Industrials | 6.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Baytex Energy
BTE
$2.38B
| $140K | 0.08% |
59,650
-700
|
|
||
102
American Outdoor Brands
AOUT
$102M
| $99.9K | 0.06% |
11,508
-35
|
|
||
103
Full House Resorts
FLL
$102M
| $99.7K | 0.06% |
31,065
|
|
||
104
Crown Crafts
CRWS
$29.5M
| $77.7K | 0.05% |
26,692
-724
|
|
||
|
105
Gartner
IT
$16.6B
| – | – |
-651
|
|