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
626
$2.71K ﹤0.01%
+250
627
$2.71K ﹤0.01%
+30
628
$2.7K ﹤0.01%
+66
629
$2.7K ﹤0.01%
+42
630
$2.63K ﹤0.01%
+20
631
$2.6K ﹤0.01%
+45
632
$2.59K ﹤0.01%
+54
633
$2.58K ﹤0.01%
+20
634
$2.57K ﹤0.01%
+48
635
$2.55K ﹤0.01%
+200
636
$2.49K ﹤0.01%
+362
637
$2.46K ﹤0.01%
+139
638
$2.34K ﹤0.01%
+21
639
$2.34K ﹤0.01%
+50
640
$2.34K ﹤0.01%
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641
$2.31K ﹤0.01%
+10
642
$2.31K ﹤0.01%
+11
643
$2.27K ﹤0.01%
+120
644
$2.26K ﹤0.01%
+44
645
$2.25K ﹤0.01%
+19
646
$2.23K ﹤0.01%
+21
647
$2.17K ﹤0.01%
+19
648
$2.11K ﹤0.01%
+71
649
$2.08K ﹤0.01%
+101
650
$2.07K ﹤0.01%
+17
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