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
$555M
AUM Growth
-$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.76M
3
+$1.61M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.56M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.52M

Top Sells

1
+$18M
2
+$1.71M
3
+$1.01M
4
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$880K
5
MCHP icon
Microchip Technology
MCHP
+$651K

Sector Composition

1 Technology 12.55%
2 Consumer Discretionary 10.69%
3 Financials 8.08%
4 Communication Services 7.34%
5 Healthcare 3.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.39%
3,978
+406
52
$2.15M 0.39%
51,425
-497
53
$2.12M 0.38%
6,927
-814
54
$2.07M 0.37%
27,402
+2,058
55
$2.07M 0.37%
30,138
+3,773
56
$1.92M 0.35%
12,476
+23
57
$1.78M 0.32%
164,844
-5,652
58
$1.76M 0.32%
+120,161
59
$1.75M 0.32%
35,133
+3,297
60
$1.73M 0.31%
4,717
-378
61
$1.67M 0.3%
6,699
-1,659
62
$1.62M 0.29%
139,627
+11,822
63
$1.58M 0.28%
3,017
-1,936
64
$1.55M 0.28%
2,766
-340
65
$1.52M 0.27%
19,031
+3,188
66
$1.52M 0.27%
13,533
+1,518
67
$1.5M 0.27%
13,572
+64
68
$1.45M 0.26%
72,757
+51,107
69
$1.44M 0.26%
4,594
-435
70
$1.43M 0.26%
59,743
71
$1.4M 0.25%
2,822
-2
72
$1.4M 0.25%
2,587
+103
73
$1.35M 0.24%
10,219
+140
74
$1.31M 0.24%
39,555
+16,877
75
$1.31M 0.24%
9,868
+5,028
1 2
3
4 5