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
701
$597 ﹤0.01%
+5
702
$593 ﹤0.01%
+145
703
$560 ﹤0.01%
+26
704
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705
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+50
706
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+20
707
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+3
708
$240 ﹤0.01%
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709
$229 ﹤0.01%
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710
$226 ﹤0.01%
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711
$187 ﹤0.01%
+50
712
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+50
713
$148 ﹤0.01%
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$115 ﹤0.01%
+1
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– –
0
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$66 ﹤0.01%
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721
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+1
722
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+1
723
$14 ﹤0.01%
+1
724
$6 ﹤0.01%
+20
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