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
$630M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.4M
3
+$10.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.61M

Top Sells

1
+$3.56M
2
+$3.22M
3
+$2.5M
4
NVDA icon
NVIDIA
NVDA
+$2.38M
5
COST icon
Costco
COST
+$1.83M

Sector Composition

1 Technology 12.89%
2 Consumer Discretionary 10.46%
3 Financials 8.53%
4 Communication Services 7.37%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-3,500
652
– –
-4,640
653
– –
-25
654
– –
-1,911
655
– –
-200
656
– –
-126
657
– –
-204
658
– –
-400
659
– –
-726
660
– –
-106
661
– –
-91
662
– –
-68
663
– –
-73
664
– –
-53
665
– –
-2,080
666
– –
-20
667
– –
-4,689
668
– –
-853
669
– –
-522
670
– –
-45
671
– –
-351
672
– –
-100
673
– –
-972
674
– –
-345
675
– –
-19
25 26
27
28 29