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
401
$24.3K ﹤0.01%
+200
402
$24.1K ﹤0.01%
+334
403
$24K ﹤0.01%
+281
404
$24K ﹤0.01%
+255
405
$23.9K ﹤0.01%
+53
406
$23.8K ﹤0.01%
+90
407
$23.6K ﹤0.01%
+2,390
408
$23.3K ﹤0.01%
+145
409
$23.2K ﹤0.01%
+213
410
$22.8K ﹤0.01%
+1,058
411
$22.7K ﹤0.01%
+240
412
$22.5K ﹤0.01%
+1,200
413
$22.5K ﹤0.01%
+138
414
$22.3K ﹤0.01%
+840
415
$22.1K ﹤0.01%
+200
416
$21.9K ﹤0.01%
+183
417
$21.9K ﹤0.01%
+2,000
418
$21.4K ﹤0.01%
+1,070
419
$21.3K ﹤0.01%
+73
420
$21.1K ﹤0.01%
+500
421
$21K ﹤0.01%
+85
422
$20.6K ﹤0.01%
+248
423
$20.3K ﹤0.01%
+2,700
424
$20.2K ﹤0.01%
+47
425
$20.1K ﹤0.01%
+945