LG
LAM Group Portfolio holdings
AUM
$150M
This Quarter Return
+9.22%
1 Year Return
+13.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.4M
AUM Growth
–
Cap. Flow
+$97.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.15%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.59M |
| 2 |
Vanguard Extended Market ETF
VXF
|
$5.94M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
$5.85M |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$4.73M |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
$4.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 3.89% |
| 2 | Industrials | 1.09% |
| 3 | Technology | 0.79% |
| 4 | Financials | 0.7% |
| 5 | Communication Services | 0.52% |
