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
526
$9.17K ﹤0.01%
+470
527
$9.09K ﹤0.01%
+200
528
$9.03K ﹤0.01%
+322
529
$8.98K ﹤0.01%
+1,300
530
$8.8K ﹤0.01%
+130
531
$8.6K ﹤0.01%
+400
532
$8.45K ﹤0.01%
+422
533
$8.39K ﹤0.01%
+103
534
$8.33K ﹤0.01%
+225
535
$8.25K ﹤0.01%
+345
536
$8.2K ﹤0.01%
+150
537
$8.06K ﹤0.01%
+152
538
$8.06K ﹤0.01%
+170
539
$7.94K ﹤0.01%
+110
540
$7.91K ﹤0.01%
+195
541
$7.81K ﹤0.01%
+200
542
$7.8K ﹤0.01%
+60
543
$7.74K ﹤0.01%
+63
544
$7.59K ﹤0.01%
+320
545
$7.51K ﹤0.01%
+16
546
$7.47K ﹤0.01%
+2,116
547
$7.37K ﹤0.01%
+105
548
$7.36K ﹤0.01%
+1,200
549
$7.2K ﹤0.01%
+500
550
$7.18K ﹤0.01%
+750
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