LA
LM Advisors Portfolio holdings
AUM
$777M
This Quarter Return
+5.42%
1 Year Return
+20.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$559M
AUM Growth
+$559M
(+14%)
Cap. Flow
+$46.5M
Cap. Flow
% of AUM
8.33%
Top 10 Holdings %
Top 10 Hldgs %
50.2%
Holding
200
New
29
Increased
69
Reduced
55
Closed
14
Top Buys
| 1 |
Coinbase
COIN
|
$18M |
| 2 |
Broadcom
AVGO
|
$3.31M |
| 3 |
Costco
COST
|
$2.87M |
| 4 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$2.44M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.19M |
Top Sells
| 1 |
Apple
AAPL
|
$2.35M |
| 2 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$1.53M |
| 3 |
SBA Communications
SBAC
|
$1.3M |
| 4 |
JPMorgan Chase
JPM
|
$1.26M |
| 5 |
Humana
HUM
|
$1.08M |
Sector Composition
| 1 | Technology | 12.21% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Financials | 9.57% |
| 4 | Communication Services | 8.21% |
| 5 | Healthcare | 2.83% |
