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
601
$3.85K ﹤0.01%
+85
602
$3.83K ﹤0.01%
+90
603
$3.82K ﹤0.01%
+300
604
$3.81K ﹤0.01%
+97
605
$3.8K ﹤0.01%
+180
606
$3.76K ﹤0.01%
+40
607
$3.76K ﹤0.01%
+81
608
$3.76K ﹤0.01%
+150
609
$3.75K ﹤0.01%
+30
610
$3.69K ﹤0.01%
+845
611
$3.56K ﹤0.01%
+6,225
612
$3.56K ﹤0.01%
+55
613
$3.49K ﹤0.01%
+7
614
$3.47K ﹤0.01%
+71
615
$3.43K ﹤0.01%
+493
616
$3.37K ﹤0.01%
+1,925
617
$3.37K ﹤0.01%
+40
618
$3.32K ﹤0.01%
+83
619
$3.19K ﹤0.01%
+32
620
$3.17K ﹤0.01%
+575
621
$2.91K ﹤0.01%
+180
622
$2.82K ﹤0.01%
+408
623
$2.74K ﹤0.01%
+44
624
$2.74K ﹤0.01%
+500
625
$2.73K ﹤0.01%
+20
23 24
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