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
$110M
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Sells

1 +$3.01M
2 +$1.02M
3 +$967K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$606K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K

Sector Composition

1 Healthcare 7.49%
2 Industrials 1.32%
3 Technology 1.02%
4 Financials 0.72%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.13M 1.03%
37,815
+23,185
27
$1.12M 1.02%
43,020
+36,730
28
$1.02M 0.93%
2,150
29
$990K 0.9%
33,873
-3,992
30
$975K 0.89%
26,560
+6,525
31
$884K 0.81%
5,915
+35
32
$851K 0.77%
17,909
-21,464
33
$780K 0.71%
15,800
-940
34
$765K 0.7%
5,275
35
$762K 0.69%
14,805
+820
36
$710K 0.65%
1,400
37
$692K 0.63%
3,596
-59
38
$677K 0.62%
28,095
+350
39
$668K 0.61%
1,873
40
$654K 0.6%
8,025
-5
41
$652K 0.59%
15,860
-10
42
$644K 0.59%
1,475
43
$584K 0.53%
1,925
44
$579K 0.53%
9,355
-395
45
$544K 0.49%
9,640
+405
46
$524K 0.48%
2,741
-98
47
$507K 0.46%
17,715
+2,105
48
$506K 0.46%
7,940
-730
49
$448K 0.41%
9,520
-200
50
$433K 0.39%
4,000