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LM Advisors Portfolio holdings
AUM
$6.33M
1-Year Est. Return
20.74%
This Fund
S&P 500
This Quarter
Est. Return
+11.52%
1 Year Est. Return
+20.74%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$497M
AUM Growth
–
Cap. Flow
+$466M
Cap. Flow
% of AUM
93.65%
Top 10 Holdings %
Top 10 Hldgs %
46.57%
Holding
734
New
732
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$40.7M |
| 2 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
+$30.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$29.4M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$26.8M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$19.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.24% |
| 2 | Consumer Discretionary | 10.76% |
| 3 | Communication Services | 8.45% |
| 4 | Financials | 7.11% |
| 5 | Healthcare | 3.07% |
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LM Advisors's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for LM Advisors, which disclosed 734 positions worth $497M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Amazon: 290,282 shares worth $44.1M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Consumer Discretionary and Communication Services.
- LM Advisors's largest Q4 2023 buy was Amazon: 290,282 shares worth $44.1M.
- LM Advisors's ten largest holdings make up 47% of its $497M portfolio in Q4 2023.
- LM Advisors disclosed 734 positions in Q4 2023, its first 13F filing on record.
Based on LM Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.