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
$140M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.67M
3
+$839K
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$816K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$782K

Top Sells

1
+$1.94M
2
+$1.04M
3
+$603K
4
AVDS icon
Avantis International Small Cap Equity ETF
AVDS
+$545K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$449K

Sector Composition

1 Healthcare 3.56%
2 Technology 1.05%
3 Communication Services 0.84%
4 Financials 0.71%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.19%
67,188
+30
27
$1.55M 1.1%
42,890
-16,695
28
$1.37M 0.98%
5,705
29
$1.33M 0.95%
21,655
-5,225
30
$1.27M 0.9%
32,015
-26,170
31
$1.24M 0.88%
42,480
+20,625
32
$1.17M 0.84%
2,000
33
$1.17M 0.84%
33,885
+3
34
$1.01M 0.72%
10,430
+750
35
$1.01M 0.72%
1,870
36
$984K 0.7%
5,815
37
$973K 0.69%
5,499
38
$969K 0.69%
18,675
-8,465
39
$915K 0.65%
3,459
-195
40
$892K 0.64%
35,155
+7,105
41
$891K 0.64%
31,425
-68,285
42
$853K 0.61%
5,275
43
$840K 0.6%
1,853
-20
44
$797K 0.57%
1,400
45
$785K 0.56%
10,850
+1,685
46
$783K 0.56%
13,325
-7,100
47
$773K 0.55%
1,925
48
$676K 0.48%
15,355
-5
49
$673K 0.48%
2,780
50
$657K 0.47%
12,085
+3,250
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