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LAM Group Portfolio holdings

AUM $182M
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$1.32M
3
+$814K
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$435K
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$304K

Top Sells

1
+$1.83M
2
+$1.17M
3
+$967K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$589K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$262K

Sector Composition

1 Healthcare 2.79%
2 Technology 0.83%
3 Financials 0.73%
4 Industrials 0.69%
5 Communication Services 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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127
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-40
128
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-27
129
– –
-1
130
– –
-100
131
– –
-100
132
– –
-1
133
– –
-34
2 3 4 5
6