LA

LM Advisors Portfolio holdings

AUM $5.56M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$777M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$84.5M
2
+$61.5M
3
+$40.6M
4
AMZN icon
Amazon
AMZN
+$3.85M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.96M

Top Sells

1
+$1.76M
2
+$1.52M
3
+$1.46M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
BABA icon
Alibaba
BABA
+$1.35M

Sector Composition

1 Technology 27.07%
2 Consumer Discretionary 16.78%
3 Communication Services 6.42%
4 Financials 5.7%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.29M 0.55%
43,865
+5,284
27
$4.25M 0.55%
67,778
-3,184
28
$4.17M 0.54%
69,469
29
$4.04M 0.52%
3,442
-25
30
$3.92M 0.5%
5,031
-847
31
$3.88M 0.5%
94,380
32
$3.78M 0.49%
13,052
+3,101
33
$3.65M 0.47%
40,976
-1,838
34
$3.59M 0.46%
16,429
-68
35
$3.58M 0.46%
320,013
-17,900
36
$3.5M 0.45%
56,142
37
$3.48M 0.45%
308,249
38
$3.46M 0.44%
69,876
-1,100
39
$3.33M 0.43%
24,675
-1,992
40
$3.3M 0.42%
11,964
-6,733
41
$3.04M 0.39%
17,194
-38
42
$2.96M 0.38%
206,607
+86,446
43
$2.91M 0.37%
8,199
+751
44
$2.86M 0.37%
4,036
+58
45
$2.65M 0.34%
55,624
-2,398
46
$2.46M 0.32%
61,615
-190
47
$2.45M 0.32%
134,600
-5,027
48
$2.38M 0.31%
28,556
+1,154
49
$2.37M 0.31%
44,186
+38,668
50
$2.36M 0.3%
49,887
-1,538
1
2
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