LG

LAM Group Portfolio holdings

AUM $175M
1-Year Est. Return 20.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
+$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$333K
2
+$225K
3
+$151K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$137K
5
AVGE icon
Avantis All Equity Markets ETF
AVGE
+$120K

Top Sells

1
+$551K
2
+$447K
3
+$438K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$328K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$262K

Sector Composition

1 Healthcare 4.91%
2 Industrials 1.16%
3 Technology 0.95%
4 Financials 0.67%
5 Communication Services 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44K ﹤0.01%
30
102
$1.37K ﹤0.01%
18
103
$1.3K ﹤0.01%
55
+10
104
$983 ﹤0.01%
40
+20
105
$880 ﹤0.01%
35
+10
106
$862 ﹤0.01%
20
107
$590 ﹤0.01%
40
108
$568 ﹤0.01%
59
109
$276 ﹤0.01%
12
110
$263 ﹤0.01%
10
111
$154 ﹤0.01%
1
112
$139 ﹤0.01%
2
113
$88 ﹤0.01%
2
114
$32 ﹤0.01%
1
115
– –
-35
116
– –
-9,250
117
– –
-1,265
118
– –
-475
1 2 3 4
5