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
301
$58.4K 0.01%
+13,000
302
$58.3K 0.01%
+1,450
303
$57.7K 0.01%
+1,067
304
$57.1K 0.01%
+3,319
305
$56.9K 0.01%
+7,337
306
$56.2K 0.01%
+340
307
$56.1K 0.01%
+6,814
308
$55.7K 0.01%
+1,900
309
$55.5K 0.01%
+1,500
310
$54.5K 0.01%
+837
311
$54.3K 0.01%
+1,718
312
$53.9K 0.01%
+3,000
313
$53.8K 0.01%
+1,000
314
$53.3K 0.01%
+250
315
$53K 0.01%
+4,000
316
$53K 0.01%
+151
317
$53K 0.01%
+925
318
$52.9K 0.01%
+3,270
319
$52.7K 0.01%
+751
320
$52.4K 0.01%
+2,200
321
$52.3K 0.01%
+2,700
322
$52.1K 0.01%
+1,001
323
$52K 0.01%
+1,288
324
$51.8K 0.01%
+150
325
$51.1K 0.01%
+2,035
11 12
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