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
$141M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.82M
3
+$1.21M
4
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$1.17M
5
AVRE icon
Avantis Real Estate ETF
AVRE
+$869K

Top Sells

1
+$81.4K
2
+$66K
3
+$55.2K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$46.4K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$40.3K

Sector Composition

1 Healthcare 4.61%
2 Technology 0.99%
3 Communication Services 0.71%
4 Financials 0.71%
5 Industrials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.22K 0.01%
27
102
$7.47K 0.01%
100
103
$4.96K ﹤0.01%
180
-25
104
$4.86K ﹤0.01%
12
105
$4.64K ﹤0.01%
34
106
$4.01K ﹤0.01%
50
107
$3.92K ﹤0.01%
100
108
$3.54K ﹤0.01%
75
+35
109
$3.41K ﹤0.01%
86
110
$2.93K ﹤0.01%
125
111
$2.88K ﹤0.01%
55
112
$2.85K ﹤0.01%
110
+10
113
$2.82K ﹤0.01%
210
+15
114
$2.49K ﹤0.01%
13
115
$2.44K ﹤0.01%
+25
116
$2.23K ﹤0.01%
42
117
$1.22K ﹤0.01%
20
118
$1.03K ﹤0.01%
25
119
$919 ﹤0.01%
40
120
$685 ﹤0.01%
59
121
$546 ﹤0.01%
7
122
$449 ﹤0.01%
40
123
$424 ﹤0.01%
4
124
$275 ﹤0.01%
12
125
$209 ﹤0.01%
3
2 3 4
5
6