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
126
$245 ﹤0.01%
3
127
$147 ﹤0.01%
10
128
$131 ﹤0.01%
2
129
$85 ﹤0.01%
40
130
$82 ﹤0.01%
9
131
$60 ﹤0.01%
1
132
$42 ﹤0.01%
1
133
– –
-100
134
$0 ﹤0.01%
200
2 3 4 5
6