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
126
$604K 0.1%
1,329
+188
127
$598K 0.09%
1,685
128
$585K 0.09%
2,963
-1,000
129
$570K 0.09%
2,020
-300
130
– –
-3,494
131
$564K 0.09%
11,155
132
$556K 0.09%
+1,167
133
$553K 0.09%
8,211
+465
134
$533K 0.08%
12,000
135
$533K 0.08%
3,043
+1,500
136
$527K 0.08%
+13,016
137
$517K 0.08%
15,380
138
$497K 0.08%
3,767
+684
139
$487K 0.08%
1,018
+1,002
140
$481K 0.08%
2,520
-200
141
$471K 0.07%
2,850
-322
142
$453K 0.07%
2,802
143
$453K 0.07%
1,662
+1
144
$450K 0.07%
2,515
+500
145
$450K 0.07%
2,700
146
$447K 0.07%
40,604
147
$439K 0.07%
10,832
148
$429K 0.07%
11,377
149
$424K 0.07%
3,259
+2,747
150
$422K 0.07%
1,619
4 5
6
7 8