LA
LM Advisors Portfolio holdings
AUM $555M
AUM
$555M
AUM Growth
-$3.51M (-0.6%)
Cap. Flow
+$43.1M
Cap. Flow % of AUM
7.76%
Top 10 Holdings %Top 10 Hldgs %
47.04%
Holding
222
New
36
Increased
98
Reduced
55
Closed
7
Top Buys
| 1 | $2.73M | |
| 2 | $1.76M | |
| 3 | $1.61M | |
| 4 | $1.56M | |
| 5 | $1.52M |
Top Sells
| 1 | $1.01M | |
| 2 | $880K | |
| 3 | $413K | |
| 4 | $269K | |
| 5 | $250K |
Sector Composition
| 1 | Technology | 12.55% |
| 2 | Consumer Discretionary | 10.69% |
| 3 | Financials | 8.08% |
| 4 | Communication Services | 7.34% |
| 5 | Healthcare | 3.38% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $699K | 0.13% | 2,750 | New | +$699K | |||
| $699K | 0.13% | 6,000 | – | – | |||
| $698K | 0.13% | 28,494 -5,156 | -15% | -$126K | |||
| $696K | 0.13% | 1,557 +34 | +2% | +$15.2K | |||
| $689K | 0.12% | 11,881 +19 | +0.2% | +$1.1K | |||
| $688K | 0.12% | 16,313 +2,000 | +14% | +$84.4K | |||
| $670K | 0.12% | 5,739 +18 | +0.3% | +$2.1K | |||
| $667K | 0.12% | 2,531 | New | +$667K | |||
| $656K | 0.12% | 5,610 | New | +$656K | |||
| $644K | 0.12% | 14,661 +5,911 | +68% | +$260K | |||
| $642K | 0.12% | 13,010 | New | +$642K | |||
| $638K | 0.11% | 2,733 | New | +$638K | |||
| $633K | 0.11% | 13,520 +215 | +2% | +$10.1K | |||
| $615K | 0.11% | 4,015 +32 | +0.8% | +$4.9K | |||
| $610K | 0.11% | 3,241 +726 | +29% | +$137K | |||
| $595K | 0.11% | 10,205 +750 | +8% | +$43.7K | |||
| $582K | 0.1% | 10,832 | – | – | |||
| $573K | 0.1% | 97,219 -4,986 | -5% | -$29.4K | |||
| $572K | 0.1% | 12,000 | – | – | |||
| $564K | 0.1% | 15,380 | – | – | |||
| $560K | 0.1% | 2,080 +22 | +1% | +$5.92K | |||
| $554K | 0.1% | 11,155 | – | – | |||
| $546K | 0.1% | 2,154 | New | +$546K | |||
| $520K | 0.09% | 50,726 -2,000 | -4% | -$20.5K | |||
| $515K | 0.09% | 2,489 | New | +$515K |
