LA
LM Advisors Portfolio holdings
AUM
$777M
1-Year Return
20.48%
This Quarter Return
+8.28%
1 Year Return
+20.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$630M
AUM Growth
+$133M
(+27%)
Cap. Flow
+$41.6M
Cap. Flow
% of AUM
6.6%
Top 10 Holdings %
Top 10 Hldgs %
50.49%
Holding
752
New
14
Increased
70
Reduced
59
Closed
542
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$24.8M |
| 2 |
Invesco QQQ Trust
QQQ
|
$14.4M |
| 3 |
Apple
AAPL
|
$10.2M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$5.71M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$3.61M |
Top Sells
| 1 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$3.56M |
| 2 |
Salesforce
CRM
|
$3.22M |
| 3 |
Verizon
VZ
|
$2.5M |
| 4 |
NVIDIA
NVDA
|
$2.38M |
| 5 |
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% |
