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
$107M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Sells

1 +$4.73M
2 +$261K
3 +$201K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$193K
5
VTV icon
Vanguard Value ETF
VTV
+$141K

Sector Composition

1 Healthcare 6.95%
2 Industrials 1%
3 Technology 0.97%
4 Financials 0.63%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$13.5K 0.01%
320
77
$13.1K 0.01%
535
+250
78
$12.7K 0.01%
150
79
$8.93K 0.01%
100
80
$7.86K 0.01%
150
81
$7.72K 0.01%
116
82
$7.5K 0.01%
185
+10
83
$7.38K 0.01%
30
84
$6.94K 0.01%
80
85
$6.65K 0.01%
145
86
$6.09K 0.01%
34
87
$5.97K 0.01%
20
88
$3.34K ﹤0.01%
100
89
$3.25K ﹤0.01%
13
90
$3.19K ﹤0.01%
70
-5
91
$2.77K ﹤0.01%
100
92
$2.47K ﹤0.01%
86
93
$2.35K ﹤0.01%
55
94
$2.17K ﹤0.01%
42
95
$1.94K ﹤0.01%
30
96
$1.87K ﹤0.01%
35
97
$1.77K ﹤0.01%
130
+5
98
$1.69K ﹤0.01%
65
99
$1.55K ﹤0.01%
5
100
$1.54K ﹤0.01%
65
+10