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
$107M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Sells

1 +$4.73M
2 +$261K
3 +$201K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$193K
5
VTV icon
Vanguard Value ETF
VTV
+$141K

Sector Composition

1 Healthcare 6.95%
2 Industrials 1%
3 Technology 0.97%
4 Financials 0.63%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.06M 0.98%
4,999
-500
27
$1.03M 0.96%
37,865
-54
28
$965K 0.9%
12,435
+1,045
29
$953K 0.89%
2,150
30
$730K 0.68%
5,275
31
$709K 0.66%
3,655
-250
32
$684K 0.64%
14,060
-595
33
$670K 0.62%
1,400
34
$650K 0.6%
13,300
+6,675
35
$646K 0.6%
15,870
-10
36
$639K 0.59%
1,873
37
$604K 0.56%
8,030
-5
38
$601K 0.56%
1,475
-75
39
$596K 0.56%
25,425
+875
40
$575K 0.54%
9,755
-5
41
$546K 0.51%
8,765
+310
42
$530K 0.49%
1,925
43
$506K 0.47%
2,836
44
$492K 0.46%
9,135
45
$460K 0.43%
12,425
+8,685
46
$406K 0.38%
+10,650
47
$399K 0.37%
4,000
48
$393K 0.37%
3,945
+70
49
$389K 0.36%
14,250
+1,260
50
$374K 0.35%
12,080
-155