LA
LM Advisors Portfolio holdings
AUM $555M
AUM
$555M
AUM Growth
-$3.51M (-0.6%)
Cap. Flow
+$43.1M
Cap. Flow % of AUM
7.76%
Top 10 Holdings %Top 10 Hldgs %
47.04%
Holding
222
New
36
Increased
98
Reduced
55
Closed
7
Top Buys
| 1 | $2.73M | |
| 2 | $1.76M | |
| 3 | $1.61M | |
| 4 | $1.56M | |
| 5 | $1.52M |
Top Sells
| 1 | $1.01M | |
| 2 | $880K | |
| 3 | $413K | |
| 4 | $269K | |
| 5 | $250K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.28M | 0.23% | 12,987 -65 | -0.5% | -$6.42K | |||
| $1.26M | 0.23% | 17,734 +1,053 | +6% | +$74.8K | |||
| $1.24M | 0.22% | 2,827 | New | +$1.24M | |||
| $1.23M | 0.22% | 27,214 -1,112 | -4% | -$50.4K | |||
| $1.19M | 0.21% | 5,459 +3,457 | +173% | +$752K | |||
| $1.19M | 0.21% | 5,391 +3 | +0.1% | +$660 | |||
| $1.18M | 0.21% | 6,925 -499 | -7% | -$85K | |||
| $1.1M | 0.2% | 31,290 | – | – | |||
| $1.09M | 0.2% | 5,223 -844 | -14% | -$175K | |||
| $1.04M | 0.19% | 58,366 -12,808 | -18% | -$227K | |||
| $1.03M | 0.18% | 34,471 -2,174 | -6% | -$64.7K | |||
| $1.01M | 0.18% | 30,430 | New | +$1.01M | |||
| $982K | 0.18% | 8,259 +75 | +0.9% | +$8.92K | |||
| $979K | 0.18% | 3,399 | – | – | |||
| $972K | 0.17% | 13,718 +40 | +0.3% | +$2.83K | |||
| $970K | 0.17% | 4,159 | New | +$970K | |||
| $960K | 0.17% | 4,878 | New | +$960K | |||
| $944K | 0.17% | 6,296 -661 | -10% | -$99.1K | |||
| $922K | 0.17% | 27,514 +6,334 | +30% | +$212K | |||
| $908K | 0.16% | 2,972 -362 | -11% | -$111K | |||
| $901K | 0.16% | 16,003 -263 | -2% | -$14.8K | |||
| $900K | 0.16% | 26,019 +4,834 | +23% | +$167K | |||
| $889K | 0.16% | 1,836 | New | +$889K | |||
| $888K | 0.16% | 4,942 -230 | -4% | -$41.3K | |||
| $886K | 0.16% | 8,079 -1,538 | -16% | -$169K |
