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
351
$39.4K 0.01%
+3,219
352
$39.3K 0.01%
+2,541
353
$38.7K 0.01%
+500
354
$38.2K 0.01%
+1,362
355
$37.7K 0.01%
+1,000
356
$37.4K 0.01%
+345
357
$37.3K 0.01%
+188
358
$36.8K 0.01%
+3,488
359
$36.6K 0.01%
+900
360
$36.6K 0.01%
+195
361
$36.6K 0.01%
+2,500
362
$36.5K 0.01%
+248
363
$36K 0.01%
+2,400
364
$35.9K 0.01%
+2,400
365
$34.5K 0.01%
+6,600
366
$34.2K 0.01%
+500
367
$33.5K 0.01%
+2,950
368
$33.3K 0.01%
+208
369
$32.5K 0.01%
+2,000
370
$32.4K 0.01%
+70
371
$32.4K 0.01%
+2,000
372
$31.6K 0.01%
+205
373
$30.5K 0.01%
+106
374
$30.1K 0.01%
+443
375
$29.7K 0.01%
+2,430