LG
LAM Group Portfolio holdings
AUM
$150M
This Quarter Return
+8.11%
1 Year Return
+13.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+19%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
9.47%
Top 10 Holdings %
Top 10 Hldgs %
41.14%
Holding
133
New
2
Increased
43
Reduced
23
Closed
1
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
American Realty Investors
ARL
$247M
| $175 | ﹤0.01% |
10
| – | – |
|
127
AstraZeneca
AZN
$248B
| $156 | ﹤0.01% |
2
| – | – |
|
128
Plug Power
PLUG
$1.81B
| $90 | ﹤0.01% |
40
| – | – |
|
129
Teladoc Health
TDOC
$1.37B
| $83 | ﹤0.01% |
9
| – | – |
|
130
Uber
UBER
$196B
| $75 | ﹤0.01% |
1
| – | – |
|
131
Moderna
MRNA
$9.37B
| $67 | ﹤0.01% |
1
| – | – |
|
132
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$104M
| – | – |
-15
| Closed | -$788 |
|
|
LKM
133
DELISTED
Link Motion Inc.
LKM
| $0 | ﹤0.01% |
+200
| New | – |
|