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
326
$50.8K 0.01%
+298
327
$50.4K 0.01%
+1,589
328
$49.9K 0.01%
+2,203
329
$49.7K 0.01%
+1,205
330
$49.3K 0.01%
+2,600
331
$48.4K 0.01%
+3,550
332
$46.9K 0.01%
+647
333
$46.1K 0.01%
+1,249
334
$45.7K 0.01%
+3,325
335
$45.7K 0.01%
+1,500
336
$45.4K 0.01%
+2,450
337
$44.3K 0.01%
+4,200
338
$43.7K 0.01%
+478
339
$42.9K 0.01%
+3,900
340
$42.3K 0.01%
+3,200
341
$42.2K 0.01%
+1,010
342
$41.7K 0.01%
+2,080
343
$41.5K 0.01%
+13,799
344
$41.3K 0.01%
+2,343
345
$41K 0.01%
+299
346
$40.5K 0.01%
+700
347
$40.3K 0.01%
+358
348
$40.3K 0.01%
+22,000
349
$40.1K 0.01%
+264
350
$39.5K 0.01%
+1,683
12 13
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