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
$140M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.67M
3
+$839K
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$816K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$782K

Top Sells

1
+$1.94M
2
+$1.04M
3
+$603K
4
AVDS icon
Avantis International Small Cap Equity ETF
AVDS
+$545K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$449K

Sector Composition

1 Healthcare 3.56%
2 Technology 1.05%
3 Communication Services 0.84%
4 Financials 0.71%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$655K 0.47%
20,495
-1,365
52
$576K 0.41%
9,250
53
$565K 0.4%
8,680
-6,895
54
$556K 0.4%
9,155
55
$555K 0.4%
12,015
-5,240
56
$537K 0.38%
6,030
+175
57
$527K 0.38%
900
+125
58
$508K 0.36%
12,540
+25
59
$498K 0.36%
7,455
+1,245
60
$469K 0.33%
2,140
61
$461K 0.33%
4,000
62
$455K 0.32%
2,400
63
$423K 0.3%
7,945
-1,740
64
$393K 0.28%
+15,000
65
$385K 0.27%
913
66
$376K 0.27%
7,862
67
$369K 0.26%
7,875
+45
68
$328K 0.23%
3,040
+2,715
69
$301K 0.21%
5,800
-10,520
70
$267K 0.19%
5,517
-1,286
71
$251K 0.18%
6,080
+1,070
72
$250K 0.18%
6,185
-1,050
73
$237K 0.17%
2,000
74
$225K 0.16%
3,608
+67
75
$183K 0.13%
3,035
+1,385
1 2
3
4 5