LA

LM Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 20.48%
This Quarter Est. Return
1 Year Est. Return
+20.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.8B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$550M
3
+$493M
4
PLD icon
Prologis
PLD
+$271M
5
NKE icon
Nike
NKE
+$227M

Top Sells

1
+$2.31B
2
+$495M
3
+$184M
4
NVDA icon
NVIDIA
NVDA
+$122M
5
GNRC icon
Generac Holdings
GNRC
+$122M

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 6.27%
3 Real Estate 4.81%
4 Communication Services 3.15%
5 Consumer Staples 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$877K ﹤0.01%
132,605
-11,249
102
$841K ﹤0.01%
2,443
-3
103
$827K ﹤0.01%
34,481
-1,461
104
$814K ﹤0.01%
2,125
-500
105
$813K ﹤0.01%
39,897
106
$810K ﹤0.01%
15,331
+11,143
107
$799K ﹤0.01%
12,556
-5,225
108
$792K ﹤0.01%
961
109
$766K ﹤0.01%
3,564
110
$763K ﹤0.01%
6,162
-1,309
111
$752K ﹤0.01%
15,095
-2,369
112
$720K ﹤0.01%
12,300
-750
113
$711K ﹤0.01%
4,800
-127
114
$704K ﹤0.01%
1,616
+598
115
$696K ﹤0.01%
5,263
-918,765
116
$694K ﹤0.01%
1,485
+156
117
$676K ﹤0.01%
22,088
-7,994
118
$667K ﹤0.01%
1,831
119
$657K ﹤0.01%
60,815
+496
120
$616K ﹤0.01%
6,000
121
$560K ﹤0.01%
2,419
-2,460
122
$559K ﹤0.01%
11,155
123
$557K ﹤0.01%
8,345
+134
124
$553K ﹤0.01%
12,000
125
$545K ﹤0.01%
17,058
+5,831
3 4
5
6 7