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
$110M
AUM Growth
+$8.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$694K
3
+$338K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$269K
5
META icon
Meta Platforms (Facebook)
META
+$248K

Top Sells

1
+$3.01M
2
+$1.02M
3
+$967K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$606K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$397K

Sector Composition

1 Healthcare 7.49%
2 Industrials 1.32%
3 Technology 1.02%
4 Financials 0.72%
5 Communication Services 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.32K ﹤0.01%
65
-5
102
$3.2K ﹤0.01%
+60
103
$2.96K ﹤0.01%
100
104
$2.9K ﹤0.01%
86
105
$2.88K ﹤0.01%
60
-530
106
$2.59K ﹤0.01%
195
+65
107
$2.55K ﹤0.01%
55
108
$2.42K ﹤0.01%
13
109
$2.34K ﹤0.01%
30
110
$2.32K ﹤0.01%
50
-90
111
$2.12K ﹤0.01%
42
112
$1.73K ﹤0.01%
5
113
$1.22K ﹤0.01%
45
114
$831 ﹤0.01%
40
115
$736 ﹤0.01%
20
116
$639 ﹤0.01%
59
117
$210 ﹤0.01%
12
118
$174 ﹤0.01%
10
119
$135 ﹤0.01%
2
120
$99 ﹤0.01%
1
121
$62 ﹤0.01%
1
122
– –
-16,530
123
– –
-18
124
– –
-210
1 2 3 4
5