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
$630M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.4M
3
+$10.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.61M

Top Sells

1
+$3.56M
2
+$3.22M
3
+$2.5M
4
NVDA icon
NVIDIA
NVDA
+$2.38M
5
COST icon
Costco
COST
+$1.83M

Sector Composition

1 Technology 12.89%
2 Consumer Discretionary 10.46%
3 Financials 8.53%
4 Communication Services 7.37%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$947K 0.15%
8,335
+789
102
$938K 0.15%
2,446
+1
103
$937K 0.15%
30,082
104
$873K 0.14%
+4,927
105
$871K 0.14%
+72,986
106
$865K 0.14%
35,942
107
$842K 0.13%
2,625
-100
108
$831K 0.13%
1,896
109
$824K 0.13%
39,897
+39,419
110
$810K 0.13%
17,464
+12,476
111
$793K 0.13%
13,050
-4,250
112
$785K 0.12%
1,030
+761
113
$741K 0.12%
3,595
114
$733K 0.12%
3,564
-917
115
– –
-1,683
116
$671K 0.11%
961
117
$661K 0.1%
792
+565
118
$657K 0.1%
60,319
119
$649K 0.1%
2,085
120
$627K 0.1%
2,462
121
$618K 0.1%
1,783
+1,632
122
$617K 0.1%
1,831
123
$613K 0.1%
5,651
124
$612K 0.1%
3,169
125
$609K 0.1%
6,000
3 4
5
6 7