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
$107M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Sells

1 +$4.73M
2 +$261K
3 +$201K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$193K
5
VTV icon
Vanguard Value ETF
VTV
+$141K

Sector Composition

1 Healthcare 6.95%
2 Industrials 1%
3 Technology 0.97%
4 Financials 0.63%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$361K 0.34%
7,811
-391
52
$287K 0.27%
3,430
53
$275K 0.26%
4,775
+1,170
54
$274K 0.25%
2,100
-2,000
55
$272K 0.25%
799
-100
56
$269K 0.25%
5,800
+755
57
$218K 0.2%
3,637
+283
58
$193K 0.18%
1,600
-1,600
59
$146K 0.14%
3,345
+180
60
$138K 0.13%
2,520
+515
61
$94.4K 0.09%
425
62
$89.2K 0.08%
2,160
-35
63
$78.5K 0.07%
+2,765
64
$62.6K 0.06%
2,565
-194,130
65
$38.4K 0.04%
900
66
$32.9K 0.03%
50
67
$29K 0.03%
101
-700
68
$27K 0.03%
202
69
$25.1K 0.02%
540
-30
70
$19.5K 0.02%
525
71
$19K 0.02%
325
72
$18.4K 0.02%
615
73
$18.2K 0.02%
680
+5
74
$17.8K 0.02%
486
75
$16.2K 0.02%
30