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
$140M
AUM Growth
-$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.67M
3
+$839K
4
DFIS icon
Dimensional International Small Cap ETF
DFIS
+$816K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$782K

Top Sells

1
+$1.94M
2
+$1.04M
3
+$603K
4
AVDS icon
Avantis International Small Cap Equity ETF
AVDS
+$545K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$449K

Sector Composition

1 Healthcare 3.56%
2 Technology 1.05%
3 Communication Services 0.84%
4 Financials 0.71%
5 Industrials 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.84K 0.01%
186
102
$7.83K 0.01%
27
103
$7.43K 0.01%
100
104
$5.32K ﹤0.01%
50
105
$4.81K ﹤0.01%
190
+10
106
$4.67K ﹤0.01%
12
107
$4.29K ﹤0.01%
34
108
$3.78K ﹤0.01%
86
109
$3.46K ﹤0.01%
75
110
$3.19K ﹤0.01%
55
111
$2.91K ﹤0.01%
115
+5
112
$2.86K ﹤0.01%
220
+10
113
$2.51K ﹤0.01%
125
114
$2.49K ﹤0.01%
42
115
$2.39K ﹤0.01%
25
116
$2.2K ﹤0.01%
13
117
$1.92K ﹤0.01%
+100
118
$1.38K ﹤0.01%
40
119
$1.29K ﹤0.01%
20
120
$963 ﹤0.01%
25
121
$735 ﹤0.01%
59
122
$597 ﹤0.01%
7
123
$532 ﹤0.01%
40
124
$376 ﹤0.01%
12
125
$339 ﹤0.01%
4
2 3 4
5
6