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
76
$1.49M 0.24%
3,573
-75
77
$1.47M 0.23%
+34,777
78
$1.47M 0.23%
6,774
+2,452
79
$1.46M 0.23%
34,690
-59,665
80
– –
0
81
$1.35M 0.22%
7,471
+1,342
82
$1.34M 0.21%
4,188
+2,349
83
$1.3M 0.21%
2,485
84
$1.29M 0.2%
8,369
-3,500
85
– –
0
86
$1.22M 0.19%
2,185
+794
87
$1.21M 0.19%
19,980
-6,260
88
$1.11M 0.18%
17,440
+15,200
89
$1.11M 0.18%
4,879
-954
90
$1.09M 0.17%
7,000
+3,000
91
$1.09M 0.17%
17,781
-162
92
$1.07M 0.17%
16,982
+1,900
93
$1.05M 0.17%
143,854
-24,000
94
$1.05M 0.17%
14,678
+436
95
$993K 0.16%
17,266
96
$978K 0.16%
7,997
-1,482
97
$972K 0.15%
42,234
-947
98
$969K 0.15%
29,050
+13,266
99
$954K 0.15%
12,525
+6,634
100
$953K 0.15%
8,979
-1,881
2 3
4
5 6