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
$97.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.94M
3
+$5.85M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$4.73M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.89%
2 Industrials 1.09%
3 Technology 0.79%
4 Financials 0.7%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.59M 6.77%
+131,514
2
$5.94M 6.1%
+44,688
3
$5.85M 6.01%
+114,441
4
$4.73M 4.86%
+141,293
5
$4.47M 4.59%
+183,130
6
$4.31M 4.43%
+41,947
7
$4.25M 4.36%
+26,745
8
$3.65M 3.75%
+130,250
9
$3.57M 3.66%
+86,725
10
$3.54M 3.63%
+159,195
11
$3.52M 3.62%
+13,225
12
$3.41M 3.5%
+82,550
13
$3.09M 3.17%
+16,137
14
$2.93M 3%
+62,635
15
$2.82M 2.9%
+92,910
16
$2.43M 2.49%
+97,915
17
$2.16M 2.21%
+46,171
18
$2M 2.05%
+92,885
19
$1.76M 1.8%
+42,179
20
$1.67M 1.71%
+73,855
21
$1.54M 1.58%
+71,188
22
$1.46M 1.5%
+33,202
23
$1.45M 1.49%
+4,552
24
$1.34M 1.38%
+25,255
25
$1.28M 1.32%
+9,135
1
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