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
$102M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.91%
2 Industrials 0.96%
3 Technology 0.92%
4 Financials 0.68%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$958K 0.94%
4,999
27
$936K 0.92%
12,010
-425
28
$919K 0.9%
2,150
29
$811K 0.8%
5,880
-1,925
30
$801K 0.79%
16,740
+3,440
31
$698K 0.69%
20,035
+7,610
32
$691K 0.68%
5,275
33
$673K 0.66%
13,985
-75
34
$656K 0.64%
1,873
35
$639K 0.63%
1,400
36
$626K 0.62%
27,745
+2,320
37
$626K 0.61%
3,655
38
$622K 0.61%
15,870
39
$606K 0.6%
16,530
+5,880
40
$588K 0.58%
8,030
41
$579K 0.57%
1,475
42
$551K 0.54%
9,750
-5
43
$513K 0.5%
8,670
-95
44
$512K 0.5%
1,925
45
$488K 0.48%
9,235
+100
46
$487K 0.48%
2,839
+3
47
$451K 0.44%
9,720
+3,920
48
$408K 0.4%
15,610
+1,360
49
$397K 0.39%
14,630
+11,865
50
$377K 0.37%
4,000