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
$123M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.43M
3
+$1.19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$623K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$562K

Top Sells

1
+$2.14M
2
+$243K
3
+$130K
4
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$60.3K
5
META icon
Meta Platforms (Facebook)
META
+$16K

Sector Composition

1 Healthcare 4.79%
2 Technology 0.9%
3 Industrials 0.88%
4 Financials 0.78%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.47%
12,265
+7,420
52
$564K 0.46%
2,741
53
$562K 0.46%
+9,250
54
$503K 0.41%
11,990
+11,305
55
$455K 0.37%
12,445
-5
56
$448K 0.36%
9,515
-5
57
$442K 0.36%
4,000
58
$435K 0.35%
5,030
+1,900
59
$418K 0.34%
10,130
+10
60
$397K 0.32%
7,460
+5,015
61
$394K 0.32%
7,854
+4
62
$379K 0.31%
2,100
63
$378K 0.31%
899
64
$373K 0.3%
768
-33
65
$363K 0.3%
2,400
66
$337K 0.28%
6,370
+2,270
67
$327K 0.27%
4,688
+886
68
$267K 0.22%
2,235
-505
69
$147K 0.12%
2,280
+1,245
70
$122K 0.1%
2,071
+1,725
71
$122K 0.1%
2,420
72
$121K 0.1%
425
73
$102K 0.08%
3,800
+2,735
74
$91.1K 0.07%
150
75
$83.7K 0.07%
300
1 2
3
4 5