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
$141M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.82M
3
+$1.21M
4
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$1.17M
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$869K

Top Sells

1
+$81.4K
2
+$66K
3
+$55.2K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$46.4K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$40.3K

Sector Composition

1 Healthcare 4.61%
2 Technology 0.99%
3 Communication Services 0.71%
4 Financials 0.71%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.28%
67,158
27
$1.8M 1.28%
26,880
+6,025
28
$1.77M 1.25%
31,766
+6
29
$1.52M 1.08%
27,140
+7,875
30
$1.35M 0.96%
5,705
-70
31
$1.32M 0.93%
20,425
+6,605
32
$1.31M 0.93%
19,735
+11,455
33
$1.16M 0.82%
33,882
+7
34
$1.15M 0.81%
2,000
35
$1.1M 0.78%
15,575
+5,955
36
$1.02M 0.72%
5,815
-50
37
$987K 0.7%
1,870
38
$966K 0.68%
19,210
+2,555
39
$921K 0.65%
9,680
+1,655
40
$920K 0.65%
16,320
+10,210
41
$900K 0.64%
17,255
+6,100
42
$884K 0.63%
5,275
43
$862K 0.61%
1,873
44
$851K 0.6%
3,654
+1
45
$836K 0.59%
5,499
46
$798K 0.56%
1,400
47
$769K 0.54%
28,050
-40
48
$735K 0.52%
15,360
-10
49
$723K 0.51%
1,925
50
$713K 0.5%
21,860
+8,215
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