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
$97.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.89%
2 Industrials 1.09%
3 Technology 0.79%
4 Financials 0.7%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$283K 0.29%
+3,435
52
$283K 0.29%
+3,200
53
$253K 0.26%
+9,345
54
$217K 0.22%
+8,655
55
$216K 0.22%
+899
56
$202K 0.21%
+3,645
57
$200K 0.21%
+4,345
58
$135K 0.14%
+3,875
59
$131K 0.13%
+2,280
60
$130K 0.13%
+3,165
61
$112K 0.11%
+425
62
$96.4K 0.1%
+801
63
$80.5K 0.08%
+1,955
64
$71K 0.07%
+1,279
65
$62.3K 0.06%
+300
66
$59K 0.06%
+200
67
$37.3K 0.04%
+1,265
68
$37.2K 0.04%
+900
69
$35.6K 0.04%
+50
70
$28.5K 0.03%
+202
71
$26K 0.03%
+565
72
$24.9K 0.03%
+486
73
$20.7K 0.02%
+525
74
$19.3K 0.02%
+615
75
$18.8K 0.02%
+695