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
$140M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.67M
3
+$839K
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$816K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$782K

Top Sells

1
+$1.94M
2
+$1.04M
3
+$603K
4
AVDS icon
Avantis International Small Cap Equity ETF
AVDS
+$545K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$449K

Sector Composition

1 Healthcare 3.56%
2 Technology 1.05%
3 Communication Services 0.84%
4 Financials 0.71%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$158K 0.11%
3,130
+1,050
77
$134K 0.1%
150
78
$120K 0.09%
462
79
$94.8K 0.07%
300
80
$94.6K 0.07%
3,825
+1,170
81
$63.2K 0.05%
900
82
$59.1K 0.04%
440
83
$44.4K 0.03%
202
84
$40.4K 0.03%
100
85
$40.4K 0.03%
1,195
+55
86
$39.1K 0.03%
1,550
-2,275
87
$34.8K 0.02%
38
88
$25.5K 0.02%
110
89
$22.1K 0.02%
553
90
$20K 0.01%
403
+5
91
$19.7K 0.01%
100
92
$18.3K 0.01%
610
-10
93
$18.1K 0.01%
50
94
$16.5K 0.01%
183
95
$15.3K 0.01%
585
-30
96
$13.4K 0.01%
37
97
$13.3K 0.01%
157
98
$12.8K 0.01%
483
99
$12.8K 0.01%
265
100
$11.1K 0.01%
100
2 3
4
5 6