LA

LM Advisors Portfolio holdings

AUM $5.56M
1-Year Est. Return 21.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$777M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$84.5M
2
+$61.5M
3
+$40.6M
4
AMZN icon
Amazon
AMZN
+$3.85M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.96M

Top Sells

1
+$1.76M
2
+$1.52M
3
+$1.46M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
BABA icon
Alibaba
BABA
+$1.35M

Sector Composition

1 Technology 27.07%
2 Consumer Discretionary 16.78%
3 Communication Services 6.42%
4 Financials 5.7%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$736K 0.09%
8,877
-353
102
$731K 0.09%
16,313
103
$728K 0.09%
2,469
-4,230
104
$704K 0.09%
28,494
105
$679K 0.09%
22,088
-1,200
106
$660K 0.09%
2,068
-12
107
$645K 0.08%
247
+7
108
$641K 0.08%
4,479
-28
109
$621K 0.08%
12,000
110
$618K 0.08%
3,021
+764
111
$617K 0.08%
770
-500
112
$615K 0.08%
2,935
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113
$602K 0.08%
8,106
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114
$597K 0.08%
10,832
115
$596K 0.08%
6,044
+1,105
116
$588K 0.08%
15,380
117
$586K 0.08%
9,455
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118
$574K 0.07%
97,219
119
$572K 0.07%
7,378
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120
$571K 0.07%
2,941
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121
$547K 0.07%
1,872
-2,722
122
$547K 0.07%
11,155
123
$526K 0.07%
21,693
+2,371
124
$513K 0.07%
1,327
-8
125
$511K 0.07%
50,726
3 4
5
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