LA

LM Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 20.48%
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.8B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$550M
3
+$493M
4
PLD icon
Prologis
PLD
+$271M
5
NKE icon
Nike
NKE
+$227M

Top Sells

1
+$2.31B
2
+$495M
3
+$184M
4
NVDA icon
NVIDIA
NVDA
+$122M
5
GNRC icon
Generac Holdings
GNRC
+$122M

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 6.27%
3 Real Estate 4.81%
4 Communication Services 3.15%
5 Consumer Staples 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.01%
107,115
-5,765
52
$3.34M 0.01%
12,726
-2,254
53
$3.27M 0.01%
74,711
-1,613
54
$3.12M 0.01%
15,416
-609
55
$3.02M ﹤0.01%
44,565
+505
56
$2.78M ﹤0.01%
139,700
-6,539
57
$2.7M ﹤0.01%
60,687
+23
58
$2.6M ﹤0.01%
70,524
+5,659
59
$2.54M ﹤0.01%
17,173
+64
60
$2.5M ﹤0.01%
4,903
+115
61
$2.44M ﹤0.01%
12,227
-1,563
62
$2.42M ﹤0.01%
17,177
63
$2.32M ﹤0.01%
52,798
64
$2.26M ﹤0.01%
20,449
-610
65
$2.23M ﹤0.01%
8,191
-251
66
$2.23M ﹤0.01%
24,022
+255
67
$2.2M ﹤0.01%
33,672
+228
68
$2.2M ﹤0.01%
30,233
-39,558
69
$2.14M ﹤0.01%
3,915
-1,004
70
$1.95M ﹤0.01%
48,941
71
$1.86M ﹤0.01%
162,710
-1,526
72
$1.83M ﹤0.01%
86,695
+108
73
$1.82M ﹤0.01%
4,129
+950
74
$1.79M ﹤0.01%
3,241
+364
75
$1.72M ﹤0.01%
25,149
+10,471
1 2
3
4 5