LA

LM Advisors Portfolio holdings

AUM $5.56M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$777M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$84.5M
2
+$61.5M
3
+$40.6M
4
AMZN icon
Amazon
AMZN
+$3.85M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.96M

Top Sells

1
+$1.76M
2
+$1.52M
3
+$1.46M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
BABA icon
Alibaba
BABA
+$1.35M

Sector Composition

1 Technology 27.07%
2 Consumer Discretionary 16.78%
3 Communication Services 6.42%
4 Financials 5.7%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.3%
56,488
-1,000
52
$2.27M 0.29%
30,317
+179
53
$2.22M 0.29%
3,943
-657
54
$1.96M 0.25%
23,346
+4,315
55
$1.95M 0.25%
6,868
-59
56
$1.86M 0.24%
11,692
-784
57
$1.78M 0.23%
33,933
-1,200
58
$1.74M 0.22%
164,844
59
$1.72M 0.22%
2,587
60
$1.72M 0.22%
7,304
+1,913
61
$1.7M 0.22%
2,736
-30
62
$1.69M 0.22%
12,600
+7,280
63
$1.68M 0.22%
19,701
+1,967
64
$1.63M 0.21%
13,161
+174
65
$1.61M 0.21%
2,844
-1,670
66
$1.52M 0.2%
59,743
67
$1.5M 0.19%
13,572
68
$1.49M 0.19%
40,568
+1,013
69
$1.42M 0.18%
9,998
+1,680
70
$1.3M 0.17%
8,522
-5,454
71
$1.22M 0.16%
15,401
-11,547
72
$1.19M 0.15%
1,138
+278
73
$1.18M 0.15%
7,899
+1,784
74
$1.18M 0.15%
31,290
75
$1.12M 0.14%
31,527
+5,508
1 2
3
4 5