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
451
$16.9K ﹤0.01%
+103
452
$16.5K ﹤0.01%
+1,000
453
$16.4K ﹤0.01%
+743
454
$16.3K ﹤0.01%
+165
455
$16.3K ﹤0.01%
+1,911
456
$16.2K ﹤0.01%
+6,206
457
$16.1K ﹤0.01%
+546
458
$16.1K ﹤0.01%
+1,049
459
$16K ﹤0.01%
+2,500
460
$16K ﹤0.01%
+126
461
$15.9K ﹤0.01%
+14
462
$15.8K ﹤0.01%
+134
463
$15.8K ﹤0.01%
+2,500
464
$15.7K ﹤0.01%
+1,500
465
$15.7K ﹤0.01%
+1,800
466
$15.6K ﹤0.01%
+1,118
467
$15.4K ﹤0.01%
+214
468
$15.3K ﹤0.01%
+335
469
$15.1K ﹤0.01%
+35
470
$15.1K ﹤0.01%
+315
471
$15K ﹤0.01%
+500
472
$15K ﹤0.01%
+300
473
$14.9K ﹤0.01%
+1,325
474
$14.9K ﹤0.01%
+169
475
$14.8K ﹤0.01%
+25