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
$630M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.4M
3
+$10.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.61M

Top Sells

1
+$3.56M
2
+$3.22M
3
+$2.5M
4
NVDA icon
NVIDIA
NVDA
+$2.38M
5
COST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.47M 0.39%
36,324
+14,082
52
$2.38M 0.38%
35,504
+263
53
$2.37M 0.38%
4,788
+1,929
54
$2.33M 0.37%
21,059
-90
55
$2.33M 0.37%
64,865
+3,671
56
$2.29M 0.36%
13,790
-1,239
57
$2.25M 0.36%
23,767
-2,850
58
$2.24M 0.36%
48,941
-6,065
59
$2.22M 0.35%
52,798
60
$2.18M 0.35%
8,035
+5,455
61
$2.16M 0.34%
17,177
-24
62
$2.11M 0.33%
33,444
-1,861
63
$2.08M 0.33%
4,280
64
$2.07M 0.33%
8,442
-164
65
$1.95M 0.31%
15,932
-6,919
66
$1.95M 0.31%
8,752
-2,300
67
$1.91M 0.3%
164,236
+2,277
68
$1.9M 0.3%
20,121
-3,960
69
$1.89M 0.3%
14,300
-3,371
70
$1.82M 0.29%
86,587
-1,339
71
$1.8M 0.29%
13,319
+235
72
$1.76M 0.28%
+107,342
73
$1.69M 0.27%
8,023
+6,272
74
$1.53M 0.24%
3,179
+1,496
75
$1.52M 0.24%
9,641
1 2
3
4 5