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
$630M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.4M
3
+$10.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.61M

Top Sells

1
+$3.56M
2
+$3.22M
3
+$2.5M
4
NVDA icon
NVIDIA
NVDA
+$2.38M
5
COST icon
Costco
COST
+$1.83M

Sector Composition

1 Technology 12.89%
2 Consumer Discretionary 10.46%
3 Financials 8.53%
4 Communication Services 7.37%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.47M 0.71%
206,966
+662
27
$4.42M 0.7%
29,945
+1,383
28
$4.18M 0.66%
14,980
+3,639
29
– –
-248
30
$4.14M 0.66%
5,320
-48
31
$3.96M 0.63%
2,211
+1,061
32
$3.95M 0.63%
87,281
+21,261
33
$3.84M 0.61%
112,880
-22,454
34
$3.77M 0.6%
329,347
+8,024
35
$3.73M 0.59%
338,219
+10,366
36
$3.52M 0.56%
68,253
+1,366
37
$3.21M 0.51%
16,025
+2,077
38
$3.19M 0.51%
76,324
-15,233
39
$3.04M 0.48%
33,590
-26,380
40
$2.84M 0.45%
146,239
41
$2.79M 0.44%
6,347
+1,169
42
– –
-446
43
$2.75M 0.44%
924,028
+909,495
44
$2.69M 0.43%
60,664
+1,604
45
$2.68M 0.43%
2,877
+441
46
$2.65M 0.42%
44,060
+11,789
47
$2.65M 0.42%
+126,542
48
$2.59M 0.41%
4,919
-1,064
49
$2.57M 0.41%
17,109
-3,016
50
– –
-60
1
2
3 4 5