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
276
$68.1K 0.01%
+1,348
277
$67.8K 0.01%
+700
278
$66.9K 0.01%
+5,851
279
$66.8K 0.01%
+12,300
280
$66.8K 0.01%
+1,019
281
$66.7K 0.01%
+2,150
282
$66.1K 0.01%
+1,023
283
$66.1K 0.01%
+2,679
284
$65.6K 0.01%
+4,445
285
$65.4K 0.01%
+1,810
286
$63.2K 0.01%
+296
287
$62.9K 0.01%
+715
288
$62.3K 0.01%
+1,477
289
$62.2K 0.01%
+690
290
$61.6K 0.01%
+1,000
291
$61K 0.01%
+588
292
$60.9K 0.01%
+265
293
$60.4K 0.01%
+1,600
294
$60.1K 0.01%
+197
295
$59.9K 0.01%
+3,750
296
$59.6K 0.01%
+800
297
$59.5K 0.01%
+8,800
298
$59.4K 0.01%
+1,125
299
$59.4K 0.01%
+1,630
300
$59.1K 0.01%
+330
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