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
$123M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.43M
3
+$1.19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$623K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$562K

Top Sells

1
+$2.14M
2
+$243K
3
+$130K
4
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$60.3K
5
META icon
Meta Platforms (Facebook)
META
+$16K

Sector Composition

1 Healthcare 4.79%
2 Technology 0.9%
3 Industrials 0.88%
4 Financials 0.78%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83K 0.07%
+2,795
77
$65.6K 0.05%
2,645
+2,080
78
$52.2K 0.04%
900
79
$49K 0.04%
775
-2,050
80
$38.6K 0.03%
202
81
$33.3K 0.03%
+40
82
$28.9K 0.02%
320
83
$28.1K 0.02%
890
+5
84
$27.1K 0.02%
325
85
$22K 0.02%
525
86
$22K 0.02%
30
87
$21.2K 0.02%
50
88
$20.1K 0.02%
405
+2
89
$19.4K 0.02%
615
90
$18.6K 0.02%
620
+575
91
$17.6K 0.01%
100
92
$13.6K 0.01%
100
93
$13.4K 0.01%
483
94
$12.2K 0.01%
100
95
$11K 0.01%
30
96
$10.6K 0.01%
80
97
$10.3K 0.01%
150
98
$9.81K 0.01%
116
99
$9.03K 0.01%
150
100
$6.52K 0.01%
100
1 2 3
4
5