LG
LAM Group Portfolio holdings
AUM
$150M
This Quarter Return
-0.55%
1 Year Return
+13.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(-3.3%)
Cap. Flow
-$3.22M
Cap. Flow
% of AUM
-2.72%
Top 10 Holdings %
Top 10 Hldgs %
44.66%
Holding
134
New
8
Increased
46
Reduced
29
Closed
3
Top Buys
| 1 |
Avantis Real Estate ETF
AVRE
|
$947K |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
$407K |
| 3 |
GMO US Quality ETF
QLTY
|
$337K |
| 4 |
Dimensional Global ex US Core Fixed Income ETF
DFGX
|
$144K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$96.2K |
Top Sells
Sector Composition
| 1 | Healthcare | 4.54% |
| 2 | Technology | 1.11% |
| 3 | Industrials | 0.86% |
| 4 | Communication Services | 0.83% |
| 5 | Financials | 0.76% |
