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
376
$29.6K 0.01%
+12,400
377
$28.8K 0.01%
+400
378
$28.6K 0.01%
+2,199
379
$28.3K 0.01%
+209
380
$28.2K 0.01%
+790
381
$28K 0.01%
+645
382
$28K 0.01%
+853
383
$27.9K 0.01%
+700
384
$27.7K 0.01%
+1,100
385
$27.5K 0.01%
+300
386
$27.4K 0.01%
+525
387
$27.4K 0.01%
+354
388
$27.3K 0.01%
+522
389
$27.2K 0.01%
+300
390
$27K 0.01%
+113
391
$26.9K 0.01%
+140
392
$26.6K 0.01%
+351
393
$26.4K 0.01%
+200
394
$26.4K 0.01%
+1,670
395
$25.9K 0.01%
+65
396
$25.8K 0.01%
+932
397
$25.5K 0.01%
+90
398
$24.7K 0.01%
+260
399
$24.6K 0.01%
+68
400
$24.5K ﹤0.01%
+400