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
476
$14.8K ﹤0.01%
+58
477
$14.7K ﹤0.01%
+1,500
478
$14.6K ﹤0.01%
+114
479
$14.6K ﹤0.01%
+1,200
480
$14.4K ﹤0.01%
+500
481
$14.3K ﹤0.01%
+189
482
$14.3K ﹤0.01%
+670
483
0
484
$14.2K ﹤0.01%
+56
485
$13.7K ﹤0.01%
+135
486
$13.6K ﹤0.01%
+218
487
$13.4K ﹤0.01%
+390
488
$13.3K ﹤0.01%
+640
489
$13.2K ﹤0.01%
+204
490
$12.8K ﹤0.01%
+1,121
491
$12.7K ﹤0.01%
+1,500
492
$12.5K ﹤0.01%
+133
493
$12.5K ﹤0.01%
+900
494
$12.4K ﹤0.01%
+32
495
$12.3K ﹤0.01%
+225
496
$12.3K ﹤0.01%
+62
497
$12.2K ﹤0.01%
+400
498
$12.1K ﹤0.01%
+356
499
$12K ﹤0.01%
+200
500
$11.8K ﹤0.01%
+21