LA

LM Advisors Portfolio holdings

AUM $694M
1-Year Est. Return 25.65%
This Quarter Est. Return
1 Year Est. Return
+25.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
734
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$33.4M
3
+$31.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$28.6M
5
AAPL icon
Apple
AAPL
+$20.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.24%
2 Consumer Discretionary 10.76%
3 Communication Services 8.45%
4 Financials 7.11%
5 Healthcare 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$95.4K 0.02%
+1,898
252
$92.8K 0.02%
+10,237
253
$91.1K 0.02%
+1,239
254
$86.5K 0.02%
+2,110
255
$86.1K 0.02%
+6,800
256
$85K 0.02%
+1,919
257
$82.6K 0.02%
+286
258
$80.7K 0.02%
+4,640
259
$80.4K 0.02%
+591
260
$78.5K 0.02%
+1,350
261
$77.8K 0.02%
+19,959
262
$77.6K 0.02%
+701
263
$76.5K 0.02%
+786
264
$75.4K 0.02%
+8,764
265
$75.3K 0.02%
+21,100
266
$75.2K 0.02%
+1,714
267
$74.8K 0.02%
+3,611
268
$74.5K 0.02%
+940
269
$73.3K 0.01%
+2,390
270
$73K 0.01%
+177
271
$72.8K 0.01%
+2,335
272
$70.6K 0.01%
+1,700
273
$70.5K 0.01%
+900
274
$70K 0.01%
+1,000
275
$68.2K 0.01%
+512
9 10
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