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
$141M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.82M
3
+$1.21M
4
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$1.17M
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$869K

Top Sells

1
+$81.4K
2
+$66K
3
+$55.2K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$46.4K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$40.3K

Sector Composition

1 Healthcare 4.61%
2 Technology 0.99%
3 Communication Services 0.71%
4 Financials 0.71%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$106K 0.08%
3,825
+5
77
$106K 0.07%
2,080
-450
78
$82.5K 0.06%
300
79
$71.3K 0.05%
2,655
+10
80
$53.4K 0.04%
440
81
$50.8K 0.04%
900
82
$44.7K 0.03%
202
83
$38.8K 0.03%
1,140
84
$33.7K 0.02%
38
85
$27.7K 0.02%
325
86
$26.2K 0.02%
100
87
$24.8K 0.02%
553
88
$19.9K 0.01%
398
-10
89
$19.1K 0.01%
620
90
$19K 0.01%
110
91
$18.8K 0.01%
615
92
$17.5K 0.01%
50
93
$17.4K 0.01%
100
94
$14.8K 0.01%
183
95
$14.5K 0.01%
37
96
$14K 0.01%
483
97
$13.1K 0.01%
265
+145
98
$10.5K 0.01%
157
99
$10.3K 0.01%
186
100
$9.62K 0.01%
100
2 3
4
5 6