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
$110M
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$694K
3
+$338K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$269K
5
META icon
Meta Platforms (Facebook)
META
+$248K

Top Sells

1
+$3.01M
2
+$1.02M
3
+$967K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$606K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K

Sector Composition

1 Healthcare 7.49%
2 Industrials 1.32%
3 Technology 1.02%
4 Financials 0.72%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.3K 0.02%
1,065
+395
77
$25.3K 0.02%
885
+10
78
$24.8K 0.02%
+100
79
$24.7K 0.02%
325
80
$19.9K 0.02%
+403
81
$19.8K 0.02%
30
82
$19.8K 0.02%
525
83
$19.5K 0.02%
615
84
$19K 0.02%
+346
85
$15.8K 0.01%
320
86
$13.9K 0.01%
483
-3
87
$13.7K 0.01%
565
+140
88
$12.2K 0.01%
150
89
$10.4K 0.01%
+100
90
$9.17K 0.01%
+100
91
$9.03K 0.01%
100
92
$8.97K 0.01%
116
93
$8.93K 0.01%
80
94
$8.87K 0.01%
30
95
$7.88K 0.01%
150
96
$6.44K 0.01%
235
-410
97
$5.93K 0.01%
20
98
$5.35K ﹤0.01%
34
99
$5.03K ﹤0.01%
100
100
$3.89K ﹤0.01%
155
+90
1 2 3
4
5