LG
LAM Group Portfolio holdings
AUM
$150M
This Quarter Return
+3.37%
1 Year Return
+13.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+12%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
8.37%
Top 10 Holdings %
Top 10 Hldgs %
46.23%
Holding
126
New
4
Increased
44
Reduced
18
Closed
–
Top Buys
| 1 |
Dimensional Global Real Estate ETF
DFGR
|
$3.19M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$1.43M |
| 3 |
Dimensional Global ex US Core Fixed Income ETF
DFGX
|
$1.19M |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
$623K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$562K |
Top Sells
Sector Composition
| 1 | Healthcare | 4.79% |
| 2 | Technology | 0.9% |
| 3 | Industrials | 0.88% |
| 4 | Financials | 0.78% |
| 5 | Communication Services | 0.73% |
