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
426
$20.1K ﹤0.01%
+85
427
$20.1K ﹤0.01%
+1,700
428
$20.1K ﹤0.01%
+455
429
$20K ﹤0.01%
+435
430
$19.9K ﹤0.01%
+5,986
431
$19.8K ﹤0.01%
+4,240
432
$19.4K ﹤0.01%
+1,000
433
$19.1K ﹤0.01%
+84
434
$19K ﹤0.01%
+200
435
$18.9K ﹤0.01%
+1,000
436
$18.8K ﹤0.01%
+972
437
$18.6K ﹤0.01%
+395
438
$18.5K ﹤0.01%
+1,000
439
$18.3K ﹤0.01%
+524
440
$18.2K ﹤0.01%
+190
441
$18K ﹤0.01%
+158
442
$17.9K ﹤0.01%
+77
443
$17.8K ﹤0.01%
+504
444
$17.3K ﹤0.01%
+325
445
$17.2K ﹤0.01%
+63
446
$17.2K ﹤0.01%
+99
447
$17.1K ﹤0.01%
+125
448
$17.1K ﹤0.01%
+391
449
$17.1K ﹤0.01%
+38
450
$17.1K ﹤0.01%
+198
16 17
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