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
676
$1.3K ﹤0.01%
+102
677
$1.28K ﹤0.01%
+23
678
$1.26K ﹤0.01%
+14
679
$1.25K ﹤0.01%
+12
680
$1.25K ﹤0.01%
+63
681
$1.22K ﹤0.01%
+350
682
$1.18K ﹤0.01%
+1,000
683
$1.17K ﹤0.01%
+347
684
$1.14K ﹤0.01%
+200
685
$1.14K ﹤0.01%
+40
686
$1.08K ﹤0.01%
+1,000
687
$1.03K ﹤0.01%
+118
688
$1.01K ﹤0.01%
+20
689
$994 ﹤0.01%
+167
690
$981 ﹤0.01%
+140
691
$952 ﹤0.01%
+1,000
692
$922 ﹤0.01%
+39
693
$901 ﹤0.01%
+6
694
$836 ﹤0.01%
+12
695
$732 ﹤0.01%
+13
696
$698 ﹤0.01%
+63
697
$682 ﹤0.01%
+18
698
$624 ﹤0.01%
+270
699
$609 ﹤0.01%
+100
700
$604 ﹤0.01%
+2
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