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
501
$11.8K ﹤0.01%
+104
502
$11.3K ﹤0.01%
+218
503
$11.3K ﹤0.01%
+500
504
$11.2K ﹤0.01%
+300
505
$11.2K ﹤0.01%
+206
506
$11.1K ﹤0.01%
+143
507
$11K ﹤0.01%
+665
508
$10.9K ﹤0.01%
+75
509
$10.8K ﹤0.01%
+219
510
$10.8K ﹤0.01%
+169
511
$10.7K ﹤0.01%
+1,058
512
$10.7K ﹤0.01%
+1,000
513
$10.4K ﹤0.01%
+369
514
$10.3K ﹤0.01%
+907
515
$10.3K ﹤0.01%
+854
516
$9.98K ﹤0.01%
+708
517
$9.98K ﹤0.01%
+478
518
$9.68K ﹤0.01%
+80
519
$9.66K ﹤0.01%
+700
520
$9.54K ﹤0.01%
+104
521
$9.53K ﹤0.01%
+1,500
522
$9.43K ﹤0.01%
+60
523
$9.4K ﹤0.01%
+200
524
$9.39K ﹤0.01%
+232
525
$9.21K ﹤0.01%
+53