LG

LAM Group Portfolio holdings

AUM $150M
1-Year Est. Return 13.59%
This Quarter Est. Return
1 Year Est. Return
+13.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.89%
2 Industrials 1.09%
3 Technology 0.79%
4 Financials 0.7%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.14M 1.17%
+6,210
27
$1.05M 1.08%
+5,499
28
$992K 1.02%
+40,861
29
$889K 0.91%
+11,935
30
$822K 0.84%
+2,150
31
$713K 0.73%
+5,275
32
$646K 0.66%
+16,580
33
$626K 0.64%
+13,885
34
$620K 0.64%
+1,400
35
$579K 0.59%
+1,873
36
$553K 0.57%
+9,785
37
$546K 0.56%
+8,035
38
$545K 0.56%
+1,550
39
$522K 0.54%
+8,560
40
$500K 0.51%
+3,846
41
$486K 0.5%
+2,866
42
$462K 0.47%
+9,165
43
$447K 0.46%
+9,250
44
$412K 0.42%
+1,925
45
$408K 0.42%
+18,585
46
$379K 0.39%
+4,000
47
$376K 0.39%
+8,952
48
$344K 0.35%
+4,100
49
$343K 0.35%
+3,480
50
$310K 0.32%
+6,535