LA
LM Advisors Portfolio holdings
AUM
$777M
1-Year Return
20.48%
This Quarter Return
+11.52%
1 Year Return
+20.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$497M
AUM Growth
–
Cap. Flow
+$497M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.57%
Holding
734
New
732
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$44.1M |
| 2 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$33.4M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$31.4M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$28.6M |
| 5 |
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% |
