We are live on ! Find out more
LI

LHM Inc Portfolio holdings

AUM $254M
1-Year Est. Return 13.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.86M
3
+$1.11M
4
TXN icon
Texas Instruments
TXN
+$1.06M
5
AMZN icon
Amazon
AMZN
+$832K

Top Sells

1
+$4.17M
2
+$3.86M
3
+$1.25M
4
WAL icon
Western Alliance Bancorporation
WAL
+$851K
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$448K

Sector Composition

1 Technology 15.04%
2 Consumer Discretionary 10.42%
3 Communication Services 6.35%
4 Financials 5.43%
5 Industrials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$635B
$108M 42.55%
336,896
-930
PYLD icon
2
PIMCO Multi Sector Bond Active ETF
PYLD
$13.9B
$11.5M 4.52%
437,693
-16,800
BINC icon
3
BlackRock Flexible Income ETF
BINC
$16.2B
$11.4M 4.5%
219,984
-8,450
KRNT icon
4
Kornit Digital
KRNT
$710M
$10.2M 4%
693,598
MRVL icon
5
Marvell Technology
MRVL
$221B
$9.89M 3.89%
99,857
TTWO icon
6
Take-Two Interactive
TTWO
$39.1B
$9.63M 3.79%
48,748
+8,531
XBI icon
7
State Street SPDR S&P Biotech ETF
XBI
$7.79B
$9.42M 3.71%
73,760
-9,978
XPEL icon
8
XPEL
XPEL
$1.25B
$8.44M 3.32%
190,664
-8,841
IPGP icon
9
IPG Photonics
IPGP
$4.42B
$7.98M 3.14%
69,656
-38,429
MCHP icon
10
Microchip Technology
MCHP
$47.7B
$7M 2.76%
108,315
+26,229
WAL icon
11
Western Alliance Bancorporation
WAL
$8.91B
$6.99M 2.75%
98,675
-10,205
OLED icon
12
Universal Display
OLED
$4.09B
$6.83M 2.69%
74,552
SNFCA icon
13
Security National Financial
SNFCA
$251M
$6.8M 2.68%
717,508
-525
KWEB icon
14
KraneShares CSI China Internet ETF
KWEB
$6.07B
$6.58M 2.59%
231,364
+33,950
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.35T
$6.51M 2.56%
22,630
TXN icon
16
Texas Instruments
TXN
$257B
$5.88M 2.32%
30,299
+5,237
AMZN icon
17
Amazon
AMZN
$2.56T
$5.58M 2.2%
26,807
+3,781
WGO icon
18
Winnebago Industries
WGO
$780M
$4.76M 1.88%
153,707
+7,078
MCFT icon
19
MasterCraft Boat Holdings
MCFT
$538M
$4.5M 1.77%
219,363
+7,002
WHR icon
20
Whirlpool
WHR
$2.6B
$3.17M 1.25%
58,857
+6,835
NVO
21
Novo Nordisk
NVO
$190B
$2.25M 0.89%
59,930
-81,557
SONY icon
22
Sony
SONY
$122B
$611K 0.24%
29,509