LG

LAM Group Portfolio holdings

AUM $175M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$225K
3
+$151K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$137K
5
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$120K

Top Sells

1
+$551K
2
+$447K
3
+$438K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$328K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$262K

Sector Composition

1 Healthcare 4.91%
2 Industrials 1.16%
3 Technology 0.95%
4 Financials 0.67%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$332K 0.33%
3,200
52
$324K 0.32%
6,625
+90
53
$285K 0.28%
3,430
-5
54
$259K 0.25%
899
55
$235K 0.23%
5,045
+700
56
$211K 0.21%
3,605
-40
57
$194K 0.19%
3,354
+2,075
58
$170K 0.17%
801
59
$135K 0.13%
3,165
60
$135K 0.13%
3,740
-135
61
$111K 0.11%
2,005
-275
62
$103K 0.1%
425
63
$94K 0.09%
2,195
+240
64
$69.1K 0.07%
2,000
65
$67.6K 0.07%
300
66
$35.1K 0.03%
50
67
$33.6K 0.03%
900
68
$26.9K 0.03%
570
+5
69
$26.5K 0.03%
202
70
$20.4K 0.02%
525
71
$19.8K 0.02%
486
72
$19.5K 0.02%
645
73
$18.4K 0.02%
675
-20
74
$17.4K 0.02%
325
+225
75
$16.7K 0.02%
150
1 2
3
4 5