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
76
$1.66M ﹤0.01%
10,635
+2,600
77
$1.62M ﹤0.01%
3,573
78
$1.6M ﹤0.01%
27,532
-7,972
79
$1.55M ﹤0.01%
12,516
-1,784
80
$1.45M ﹤0.01%
20,428
+2,988
81
$1.43M ﹤0.01%
2,485
82
$1.34M ﹤0.01%
32,401
-2,289
83
$1.31M ﹤0.01%
8,964
-677
84
$1.27M ﹤0.01%
+3,400
85
$1.21M ﹤0.01%
15,463
+2,938
86
$1.21M ﹤0.01%
29,345
-82,290
87
$1.18M ﹤0.01%
+51,015
88
$1.18M ﹤0.01%
2,206
+21
89
$1.14M ﹤0.01%
11,721
-8,400
90
$1.08M ﹤0.01%
16,982
91
$1.07M ﹤0.01%
42,234
92
$1.04M ﹤0.01%
8,749
-3
93
$998K ﹤0.01%
29,260
+210
94
$982K ﹤0.01%
17,266
95
$950K ﹤0.01%
7,787
-210
96
$942K ﹤0.01%
8,965
-14
97
$932K ﹤0.01%
5,123
+1,954
98
$886K ﹤0.01%
1,125
+333
99
$883K ﹤0.01%
71,529
-1,457
100
$877K ﹤0.01%
1,300
-698
2 3
4
5 6