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
576
$5.62K ﹤0.01%
+447
577
$5.54K ﹤0.01%
+25
578
$5.52K ﹤0.01%
+103
579
$5.5K ﹤0.01%
+41
580
$5.35K ﹤0.01%
+90
581
$5.29K ﹤0.01%
+171
582
$5.23K ﹤0.01%
+121
583
$5.09K ﹤0.01%
+184
584
$5.03K ﹤0.01%
+40
585
$4.99K ﹤0.01%
+333
586
$4.96K ﹤0.01%
+126
587
$4.91K ﹤0.01%
+500
588
$4.71K ﹤0.01%
+39
589
$4.68K ﹤0.01%
+57
590
$4.64K ﹤0.01%
+154
591
$4.46K ﹤0.01%
+246
592
$4.44K ﹤0.01%
+300
593
$4.33K ﹤0.01%
+130
594
$4.22K ﹤0.01%
+203
595
$4.21K ﹤0.01%
+106
596
$4.1K ﹤0.01%
+625
597
$4.03K ﹤0.01%
+113
598
$3.92K ﹤0.01%
+151
599
$3.87K ﹤0.01%
+20
600
$3.86K ﹤0.01%
+635
22 23
24
25 26