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
$102M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.91%
2 Industrials 0.96%
3 Technology 0.92%
4 Financials 0.68%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$372K 0.37%
3,720
-225
52
$362K 0.36%
12,100
+20
53
$343K 0.34%
7,836
+25
54
$299K 0.29%
5,165
+390
55
$267K 0.26%
2,100
56
$260K 0.25%
3,430
57
$252K 0.25%
799
58
$214K 0.21%
3,637
59
$210K 0.21%
1,600
60
$159K 0.16%
3,670
+325
61
$143K 0.14%
2,520
62
$141K 0.14%
6,290
+3,725
63
$114K 0.11%
425
64
$77K 0.08%
1,935
-225
65
$36.8K 0.04%
900
66
$36.4K 0.04%
+775
67
$30.8K 0.03%
50
68
$30.3K 0.03%
101
69
$28.3K 0.03%
202
70
$27K 0.03%
590
+50
71
$22.5K 0.02%
875
+835
72
$17.6K 0.02%
325
73
$17K 0.02%
525
74
$16.9K 0.02%
30
75
$16.6K 0.02%
615