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
$555M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.76M
3
+$1.61M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.52M

Top Sells

1
+$18M
2
+$1.71M
3
+$1.01M
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$880K
5
MCHP icon
Microchip Technology
MCHP
+$651K

Sector Composition

1 Technology 12.55%
2 Consumer Discretionary 10.69%
3 Financials 8.08%
4 Communication Services 7.34%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.16M 0.75%
3,467
+25
27
$3.89M 0.7%
26,667
-1,233
28
$3.88M 0.7%
42,814
-2,976
29
$3.8M 0.68%
337,913
-700
30
$3.75M 0.68%
69,469
+1,207
31
$3.63M 0.65%
94,380
-293
32
$3.55M 0.64%
308,249
-6,006
33
$3.39M 0.61%
38,581
+4,561
34
$3.31M 0.6%
56,142
+3,795
35
$3.21M 0.58%
70,976
-561
36
$3.13M 0.56%
18,697
+4,420
37
$2.98M 0.54%
17,232
-70
38
$2.92M 0.52%
11,249
+2,142
39
$2.91M 0.52%
58,022
+500
40
$2.61M 0.47%
7,448
+49
41
$2.52M 0.45%
4,600
+1,547
42
$2.44M 0.44%
9,951
+49
43
$2.42M 0.44%
26,948
+6,902
44
$2.41M 0.43%
4,514
+1,685
45
$2.4M 0.43%
28,382
-576
46
$2.33M 0.42%
8,569
+5,917
47
$2.33M 0.42%
61,805
-1,360
48
$2.32M 0.42%
13,976
+1,731
49
$2.31M 0.42%
16,497
-783
50
$2.27M 0.41%
57,488
+1,000
1
2
3 4 5