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
76
$1.12M 0.14%
3,676
+277
77
$1.1M 0.14%
25,342
-1,872
78
$1.08M 0.14%
15,628
+1,910
79
$1.06M 0.14%
56,842
-15,915
80
$1.04M 0.13%
2,561
-261
81
$1.03M 0.13%
49,857
-8,509
82
$1.02M 0.13%
2,870
-5,699
83
$1.01M 0.13%
3,255
+238
84
$1.01M 0.13%
34,471
85
$991K 0.13%
13,111
86
$987K 0.13%
1,937
+496
87
$974K 0.13%
2,294
88
$971K 0.13%
27,514
89
$918K 0.12%
2,504
-2,213
90
$897K 0.12%
14,655
+1,135
91
$892K 0.11%
16,003
92
$882K 0.11%
8,184
-75
93
$860K 0.11%
6,104
+365
94
$856K 0.11%
14,864
+2,983
95
$852K 0.11%
12,041
-67
96
$850K 0.11%
6,000
97
$831K 0.11%
6,569
-210
98
$824K 0.11%
1,778
+221
99
$819K 0.11%
40,725
100
$757K 0.1%
4,015
2 3
4
5 6