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
76
$1.28M 0.23%
12,987
-65
77
$1.26M 0.23%
17,734
+1,053
78
$1.24M 0.22%
+2,827
79
$1.23M 0.22%
27,214
-1,112
80
$1.19M 0.21%
5,459
+3,457
81
$1.19M 0.21%
5,391
+3
82
$1.18M 0.21%
6,925
-499
83
$1.1M 0.2%
31,290
84
$1.08M 0.2%
5,223
-844
85
$1.03M 0.19%
58,366
-12,808
86
$1.03M 0.18%
34,471
-2,174
87
$1.01M 0.18%
+30,430
88
$982K 0.18%
8,259
+75
89
$979K 0.18%
3,399
90
$972K 0.18%
13,718
+40
91
$970K 0.17%
+4,159
92
$960K 0.17%
+4,878
93
$944K 0.17%
6,296
-661
94
$922K 0.17%
27,514
+6,334
95
$908K 0.16%
2,972
-362
96
$901K 0.16%
16,003
-263
97
$900K 0.16%
26,019
+4,834
98
$889K 0.16%
+1,836
99
$888K 0.16%
4,942
-230
100
$886K 0.16%
8,079
-1,538
2 3
4
5 6