LA
LM Advisors Portfolio holdings
AUM
$777M
1-Year Return
20.48%
This Quarter Return
+11.52%
1 Year Return
+20.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$497M
AUM Growth
–
Cap. Flow
+$497M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.57%
Holding
734
New
732
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$44.1M |
| 2 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$33.4M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$31.4M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$28.6M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
501
Choice Hotels
CHH
$5.41B
| $11.8K | ﹤0.01% |
+104
| New | +$11.8K |
|
502
Yeti Holdings
YETI
$2.95B
| $11.3K | ﹤0.01% |
+218
| New | +$11.3K |
|
503
Global X SuperDividend ETF
SDIV
$953M
| $11.3K | ﹤0.01% |
+500
| New | +$11.3K |
|
504
Li Auto
LI
$24B
| $11.2K | ﹤0.01% |
+300
| New | +$11.2K |
|
505
Defiance Quantum ETF
QTUM
$2.01B
| $11.2K | ﹤0.01% |
+206
| New | +$11.2K |
|
|
XYZ
506
Block, Inc.
XYZ
$45.7B
| $11.1K | ﹤0.01% |
+143
| New | +$11.1K |
|
507
Revolve Group
RVLV
$1.7B
| $11K | ﹤0.01% |
+665
| New | +$11K |
|
508
Lennar Class A
LEN
$36.7B
| $10.9K | ﹤0.01% |
+75
| New | +$10.9K |
|
509
Affirm
AFRM
$28.4B
| $10.8K | ﹤0.01% |
+219
| New | +$10.8K |
|
510
ScottsMiracle-Gro
SMG
$3.64B
| $10.8K | ﹤0.01% |
+169
| New | +$10.8K |
|
|
CHN
511
China Fund
CHN
$166M
| $10.7K | ﹤0.01% |
+1,058
| New | +$10.7K |
|
512
Rithm Capital
RITM
$6.69B
| $10.7K | ﹤0.01% |
+1,000
| New | +$10.7K |
|
513
Royalty Pharma
RPRX
$15.6B
| $10.4K | ﹤0.01% |
+369
| New | +$10.4K |
|
514
Warner Bros
WBD
$30B
| $10.3K | ﹤0.01% |
+907
| New | +$10.3K |
|
515
First Trust STOXX European Select Dividend Income Fund
FDD
$673M
| $10.3K | ﹤0.01% |
+854
| New | +$10.3K |
|
516
Warby Parker
WRBY
$3.17B
| $9.98K | ﹤0.01% |
+708
| New | +$9.98K |
|
517
Columbia Multi-Sector Municipal Income ETF
MUST
$479M
| $9.98K | ﹤0.01% |
+478
| New | +$9.98K |
|
518
EOG Resources
EOG
$64.4B
| $9.68K | ﹤0.01% |
+80
| New | +$9.68K |
|
519
Energy Transfer Partners
ET
$59.7B
| $9.66K | ﹤0.01% |
+700
| New | +$9.66K |
|
520
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
| $9.54K | ﹤0.01% |
+104
| New | +$9.54K |
|
521
3D Systems Corporation
DDD
$272M
| $9.53K | ﹤0.01% |
+1,500
| New | +$9.53K |
|
522
United Parcel Service
UPS
$72.1B
| $9.43K | ﹤0.01% |
+60
| New | +$9.43K |
|
523
Dominion Energy
D
$49.7B
| $9.4K | ﹤0.01% |
+200
| New | +$9.4K |
|
524
Core & Main
CNM
$12.7B
| $9.39K | ﹤0.01% |
+232
| New | +$9.39K |
|
525
AppFolio
APPF
$10.2B
| $9.21K | ﹤0.01% |
+53
| New | +$9.21K |
|