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
51
$2.06M 0.41%
+52,798
52
$1.93M 0.39%
+17,671
53
$1.88M 0.38%
+14,533
54
$1.85M 0.37%
+55,006
55
$1.84M 0.37%
+87,926
56
$1.82M 0.37%
+161,959
57
$1.81M 0.36%
+17,201
58
$1.74M 0.35%
+11,869
59
$1.7M 0.34%
+32,271
60
$1.67M 0.34%
+167,854
61
$1.51M 0.3%
+9,641
62
$1.5M 0.3%
+2,859
63
$1.41M 0.28%
+3,648
64
$1.29M 0.26%
+2,436
65
$1.29M 0.26%
+9,479
66
$1.28M 0.26%
+26,240
67
$1.2M 0.24%
+2,485
68
$1.13M 0.23%
+154,602
69
$1.1M 0.22%
+11,052
70
$1.1M 0.22%
+4,322
71
$1.09M 0.22%
+5,833
72
$1.09M 0.22%
+28,895
73
$1.09M 0.22%
+10,860
74
$1.06M 0.21%
+17,943
75
$1.01M 0.2%
+13,084
1 2
3
4 5