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
$123M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.43M
3
+$1.19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$623K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$562K

Top Sells

1
+$2.14M
2
+$243K
3
+$130K
4
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$60.3K
5
META icon
Meta Platforms (Facebook)
META
+$16K

Sector Composition

1 Healthcare 4.79%
2 Technology 0.9%
3 Industrials 0.88%
4 Financials 0.78%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.08%
5,820
+5
27
$1.27M 1.03%
35,120
+8,560
28
$1.25M 1.02%
19,580
+490
29
$1.23M 1%
23,165
+22,410
30
$1.12M 0.92%
2,150
31
$1.08M 0.88%
33,875
+2
32
$1.06M 0.87%
5,499
33
$1.04M 0.84%
19,155
+4,350
34
$956K 0.78%
5,870
-45
35
$927K 0.76%
18,840
+3,040
36
$899K 0.73%
1,870
+395
37
$855K 0.7%
14,750
+5,110
38
$822K 0.67%
5,275
39
$788K 0.64%
1,873
40
$779K 0.64%
1,400
41
$718K 0.59%
8,025
42
$695K 0.57%
28,100
+5
43
$662K 0.54%
15,855
-5
44
$649K 0.53%
1,925
45
$647K 0.53%
9,820
+3,900
46
$642K 0.52%
21,255
+3,540
47
$634K 0.52%
9,935
+1,995
48
$617K 0.5%
3,596
49
$615K 0.5%
12,835
-5,074
50
$592K 0.48%
9,350
-5
1
2
3 4 5