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
$123M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.43M
3
+$1.19M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$623K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$562K

Top Sells

1
+$2.14M
2
+$243K
3
+$130K
4
VFVA icon
Vanguard US Value Factor ETF
VFVA
+$60.3K
5
META icon
Meta Platforms (Facebook)
META
+$16K

Sector Composition

1 Healthcare 4.79%
2 Technology 0.9%
3 Industrials 0.88%
4 Financials 0.78%
5 Communication Services 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.47M 6.09%
42,623
+425
2
$7.16M 5.84%
122,032
+100
3
$6.88M 5.61%
110,382
+2,011
4
$5.87M 4.79%
13,225
5
$5.74M 4.68%
130,800
6
$5.39M 4.4%
131,838
-98
7
$4.95M 4.04%
25,805
-10
8
$4.75M 3.87%
174,520
+14,525
9
$4.29M 3.5%
167,940
+124,920
10
$4.19M 3.42%
35,900
11
$4.18M 3.41%
16,082
+750
12
$3.61M 2.94%
98,173
13
$2.82M 2.3%
54,735
-5
14
$2.81M 2.29%
93,243
+955
15
$2.78M 2.27%
5,311
+480
16
$2.55M 2.08%
101,935
+17,410
17
$2.22M 1.81%
39,042
18
$2.11M 1.72%
50,140
+9,645
19
$1.94M 1.58%
74,600
+25
20
$1.81M 1.47%
19,300
+6,645
21
$1.78M 1.45%
42,105
-50,660
22
$1.74M 1.42%
32,010
+301
23
$1.71M 1.4%
67,253
-5
24
$1.47M 1.2%
50,350
+12,535
25
$1.43M 1.16%
+32,385
1
2 3 4 5