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
$107M
AUM Growth
+$5.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Sells

1 +$4.73M
2 +$261K
3 +$201K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$193K
5
VTV icon
Vanguard Value ETF
VTV
+$141K

Sector Composition

1 Healthcare 6.95%
2 Industrials 1%
3 Technology 0.97%
4 Financials 0.63%
5 Consumer Discretionary 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.2K ﹤0.01%
18
102
$1.14K ﹤0.01%
45
+5
103
$1.06K ﹤0.01%
40
+5
104
$856 ﹤0.01%
20
105
$589 ﹤0.01%
59
106
$531 ﹤0.01%
40
107
$291 ﹤0.01%
12
108
$218 ﹤0.01%
10
109
$143 ﹤0.01%
2
110
$122 ﹤0.01%
1
111
$43 ﹤0.01%
1
112
-2
113
-200
114
-100
115
-100
116
-300