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 | |
|---|---|---|---|---|---|---|---|
| $867K | 0.16% | 6,779 -140 | -2% | -$17.9K | |||
| $867K | 0.16% | 12,108 +67 | +0.6% | +$4.8K | |||
| $858K | 0.15% | 13,142 -1,563 | -11% | -$102K | |||
| $855K | 0.15% | 8,318 +5,784 | +228% | +$595K | |||
| $855K | 0.15% | 6,115 +1,252 | +26% | +$175K | |||
| $848K | 0.15% | 3,196 -343 | -10% | -$91K | |||
| $844K | 0.15% | 3,402 +8 | +0.2% | +$1.99K | |||
| $842K | 0.15% | 1,270 +187 | +17% | +$124K | |||
| $837K | 0.15% | 2,686 +226 | +9% | +$70.4K | |||
| $832K | 0.15% | 181 | New | +$832K | |||
| $828K | 0.15% | 2,294 +463 | +25% | +$167K | |||
| $826K | 0.15% | 13,111 +1,790 | +16% | +$113K | |||
| $820K | 0.15% | 40,725 | – | – | |||
| $814K | 0.15% | 860 +3 | +0.4% | +$2.84K | |||
| $778K | 0.14% | 4,424 | New | +$778K | |||
| $756K | 0.14% | 7,762 -1,787 | -19% | -$174K | |||
| $754K | 0.14% | 23,288 +1,200 | +5% | +$38.9K | |||
| $754K | 0.14% | 4,507 +28 | +0.6% | +$4.68K | |||
| $753K | 0.14% | 11,874 | New | +$753K | |||
| $749K | 0.13% | 9,230 +142 | +2% | +$11.5K | |||
| $746K | 0.13% | 8,892 +4,965 | +126% | +$417K | |||
| $741K | 0.13% | 7,906 | New | +$741K | |||
| $730K | 0.13% | 48,997 -11,558 | -19% | -$172K | |||
| $726K | 0.13% | 5,085 | New | +$726K | |||
| $725K | 0.13% | 6,596 +16 | +0.2% | +$1.76K |
