LG
LAM Group Portfolio holdings
AUM
$182M
1-Year Est. Return
21.46%
This Fund
S&P 500
1 Year Est. Return
+21.46%
AUM
$182M
AUM Growth
+$7.22M
(+4.1%)
Holding
135
Top Buys
| 1 | +$4.71M | |
| 2 | +$1.31M | |
| 3 | +$492K | |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$466K |
| 5 |
Avantis International Small Cap Equity ETF
AVDS
|
+$441K |
Top Sells
| 1 | +$3.54M | |
| 2 | +$814K | |
| 3 | +$413K | |
| 4 |
Dimensional Global Real Estate ETF
DFGR
|
+$393K |
| 5 |
Dimensional International Small Cap ETF
DFIS
|
+$158K |
Sector Composition
| 1 | Healthcare | 1.54% |
| 2 | Communication Services | 1.04% |
| 3 | Technology | 0.89% |
| 4 | Financials | 0.54% |
| 5 | Consumer Discretionary | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Kyndryl
KD
$3.22B
| $525 | ﹤0.01% |
+40
|
|
||
127
Alibaba
BABA
$316B
| $502 | ﹤0.01% |
+4
|
|
||
128
Avantis Core Fixed Income ETF
AVIG
$1.77B
| $415 | ﹤0.01% |
+10
|
|
||
|
AVUQ
129
Avantis U.S. Quality ETF
AVUQ
$225M
| $284 | ﹤0.01% |
+5
|
|
||
130
GameStop
GME
$11.3B
| $276 | ﹤0.01% |
+12
|
|
||
131
AstraZeneca
AZN
$286B
| $197 | ﹤0.01% |
+1
|
|
||
132
American Realty Investors
ARL
$229M
| $155 | ﹤0.01% |
+10
|
|
||
133
Uber
UBER
$153B
| $72 | ﹤0.01% |
+1
|
|
||
|
GME.WS
134
GameStop Corp Warrants
GME.WS
| $4 | ﹤0.01% |
+1
|
|
||
|
LKM
135
DELISTED
Link Motion Inc.
LKM
| $0 | ﹤0.01% |
+200
|
|