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
$123M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.43M
3
+$1.19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$623K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$562K

Top Sells

1
+$2.14M
2
+$243K
3
+$130K
4
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$60.3K
5
META icon
Meta Platforms (Facebook)
META
+$16K

Sector Composition

1 Healthcare 4.79%
2 Technology 0.9%
3 Industrials 0.88%
4 Financials 0.78%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.64K ﹤0.01%
20
102
$5.54K ﹤0.01%
210
-25
103
$5.05K ﹤0.01%
34
104
$4.42K ﹤0.01%
100
105
$3.84K ﹤0.01%
80
+20
106
$3.4K ﹤0.01%
65
107
$3.28K ﹤0.01%
100
108
$3.26K ﹤0.01%
86
109
$2.9K ﹤0.01%
55
110
$2.71K ﹤0.01%
195
111
$2.7K ﹤0.01%
100
-55
112
$2.53K ﹤0.01%
13
113
$2.4K ﹤0.01%
45
-15
114
$2.31K ﹤0.01%
30
115
$2.1K ﹤0.01%
42
116
$2.08K ﹤0.01%
45
-5
117
$1.92K ﹤0.01%
5
118
$950 ﹤0.01%
20
119
$870 ﹤0.01%
40
120
$704 ﹤0.01%
59
121
$179 ﹤0.01%
10
122
$150 ﹤0.01%
12
123
$136 ﹤0.01%
2
124
$107 ﹤0.01%
1
125
$77 ﹤0.01%
1
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5