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
651
$2.07K ﹤0.01%
+81
652
$2.06K ﹤0.01%
+184
653
$2.05K ﹤0.01%
+418
654
$2.04K ﹤0.01%
+14
655
$2K ﹤0.01%
+326
656
$1.97K ﹤0.01%
+30
657
$1.95K ﹤0.01%
+25
658
$1.8K ﹤0.01%
+20
659
$1.79K ﹤0.01%
+29
660
$1.79K ﹤0.01%
+77
661
$1.76K ﹤0.01%
+24
662
$1.68K ﹤0.01%
+24
663
$1.54K ﹤0.01%
+14
664
$1.54K ﹤0.01%
+100
665
$1.53K ﹤0.01%
+42
666
$1.53K ﹤0.01%
+230
667
$1.48K ﹤0.01%
+1
668
$1.46K ﹤0.01%
+170
669
$1.46K ﹤0.01%
+375
670
$1.41K ﹤0.01%
+13
671
$1.38K ﹤0.01%
+27
672
$1.36K ﹤0.01%
+26
673
$1.35K ﹤0.01%
+83
674
$1.33K ﹤0.01%
+132
675
$1.31K ﹤0.01%
+1,000
25 26
27
28 29