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
551
$6.92K ﹤0.01%
+200
552
$6.92K ﹤0.01%
+198
553
$6.9K ﹤0.01%
+85
554
$6.87K ﹤0.01%
+150
555
$6.79K ﹤0.01%
+91
556
$6.79K ﹤0.01%
+200
557
$6.68K ﹤0.01%
+2,513
558
$6.63K ﹤0.01%
+50
559
$6.52K ﹤0.01%
+400
560
$6.44K ﹤0.01%
+8
561
$6.36K ﹤0.01%
+292
562
$6.36K ﹤0.01%
+1,244
563
$6.32K ﹤0.01%
+205
564
$6.23K ﹤0.01%
+80
565
$6.19K ﹤0.01%
+20
566
$6.18K ﹤0.01%
+431
567
$6.09K ﹤0.01%
+45
568
$5.89K ﹤0.01%
+300
569
$5.86K ﹤0.01%
+57
570
$5.81K ﹤0.01%
+170
571
$5.78K ﹤0.01%
+2,500
572
$5.76K ﹤0.01%
+100
573
$5.74K ﹤0.01%
+500
574
$5.65K ﹤0.01%
+264
575
$5.62K ﹤0.01%
+93
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