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
$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
126
$531K ﹤0.01%
15,380
127
$521K ﹤0.01%
19,138
+7,900
128
$515K ﹤0.01%
2,020
129
$510K ﹤0.01%
+12,575
130
$507K ﹤0.01%
3,843
+76
131
$502K ﹤0.01%
4,830
-3,505
132
$502K ﹤0.01%
3,043
133
$470K ﹤0.01%
845
-1,366
134
$454K ﹤0.01%
2,850
135
$451K ﹤0.01%
40,604
136
$449K ﹤0.01%
13,150
+134
137
$448K ﹤0.01%
+1,950
138
$443K ﹤0.01%
10,832
139
$439K ﹤0.01%
2,515
140
$436K ﹤0.01%
2,520
141
$427K ﹤0.01%
1,000
-896
142
$404K ﹤0.01%
905
143
$389K ﹤0.01%
5,280
+1,000
144
$370K ﹤0.01%
4,001
145
$364K ﹤0.01%
2,204
-67
146
$355K ﹤0.01%
1,751
-6,272
147
$349K ﹤0.01%
1,417
+1
148
$339K ﹤0.01%
7,287
149
$337K ﹤0.01%
1,360
-259
150
$337K ﹤0.01%
3,169
-5,200
4 5
6
7 8