LG

LAM Group Portfolio holdings

AUM $175M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$225K
3
+$151K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$137K
5
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$120K

Top Sells

1
+$551K
2
+$447K
3
+$438K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$328K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$262K

Sector Composition

1 Healthcare 4.91%
2 Industrials 1.16%
3 Technology 0.95%
4 Financials 0.67%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14.9K 0.01%
30
77
$10K 0.01%
100
78
$9.3K 0.01%
100
79
$8.89K 0.01%
320
80
$7.96K 0.01%
116
81
$7.37K 0.01%
150
82
$7.18K 0.01%
175
+10
83
$6.89K 0.01%
285
+260
84
$6.87K 0.01%
30
85
$6.72K 0.01%
145
86
$6.6K 0.01%
34
87
$6.58K 0.01%
100
88
$5.59K 0.01%
20
89
$5.13K 0.01%
+80
90
$3.31K ﹤0.01%
75
+15
91
$3.31K ﹤0.01%
13
92
$3.27K ﹤0.01%
100
93
$2.77K ﹤0.01%
100
94
$2.46K ﹤0.01%
86
95
$2.29K ﹤0.01%
55
96
$2.2K ﹤0.01%
42
97
$1.79K ﹤0.01%
35
-5
98
$1.78K ﹤0.01%
125
-5
99
$1.76K ﹤0.01%
65
+5
100
$1.48K ﹤0.01%
5
1 2 3
4
5