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
26
$3.64M 0.73%
+327,853
27
$3.56M 0.72%
+2,973
28
$3.56M 0.72%
+94,355
29
$3.46M 0.7%
+49,191
30
$3.38M 0.68%
+66,887
31
$3.36M 0.68%
+21,302
32
$3.13M 0.63%
+5,368
33
$3.01M 0.61%
+20,125
34
$2.97M 0.6%
+59,970
35
$2.95M 0.59%
+11,341
36
$2.86M 0.57%
+5,983
37
$2.82M 0.57%
+66,020
38
$2.5M 0.5%
+59,060
39
$2.44M 0.49%
+146,239
40
$2.39M 0.48%
+35,241
41
$2.38M 0.48%
+26,617
42
$2.37M 0.48%
+13,948
43
$2.33M 0.47%
+21,149
44
$2.25M 0.45%
+24,081
45
$2.24M 0.45%
+35,305
46
$2.2M 0.44%
+8,863
47
$2.17M 0.44%
+15,029
48
$2.13M 0.43%
+8,606
49
$2.11M 0.42%
+61,194
50
$2.06M 0.42%
+22,851
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