LA

LM Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 20.48%
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.8B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$550M
3
+$493M
4
PLD icon
Prologis
PLD
+$271M
5
NKE icon
Nike
NKE
+$227M

Top Sells

1
+$2.31B
2
+$495M
3
+$184M
4
NVDA icon
NVIDIA
NVDA
+$122M
5
GNRC icon
Generac Holdings
GNRC
+$122M

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 6.27%
3 Real Estate 4.81%
4 Communication Services 3.15%
5 Consumer Staples 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.7M 0.05%
652,145
+4,514
27
$27.4M 0.04%
149,532
+1,248
28
$22.9M 0.04%
108,606
-52,901
29
$16.1M 0.03%
36,123
-6,443
30
$15.6M 0.03%
86,871
+460
31
$14.8M 0.02%
30,835
-1,979
32
$9.58M 0.02%
35,798
-4,351
33
$9.19M 0.01%
50,464
-7,618
34
$8.79M 0.01%
34,233
-1,073
35
$6.74M 0.01%
11
-9
36
$5.83M 0.01%
14,321
-8,766
37
$5.79M 0.01%
75,466
38
$5.78M 0.01%
36,985
+3,695
39
$5.17M 0.01%
13,333
-200
40
$4.87M 0.01%
5,733
-500
41
$4.77M 0.01%
85,117
-1,892
42
$4.52M 0.01%
4,994
-326
43
$4.45M 0.01%
206,412
-554
44
$4.21M 0.01%
+3,544
45
$4.21M 0.01%
51,360
-1,571
46
$4.18M 0.01%
28,670
-1,275
47
$4.17M 0.01%
89,061
+1,780
48
$4.03M 0.01%
343,078
+13,731
49
$4.01M 0.01%
347,924
+9,705
50
$3.73M 0.01%
69,587
+1,334
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