LA
LM Advisors Portfolio holdings
AUM
$777M
This Quarter Return
-3.81%
1 Year Return
+20.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$555M
AUM Growth
+$555M
(-0.63%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
3.92%
Top 10 Holdings %
Top 10 Hldgs %
47.04%
Holding
222
New
36
Increased
98
Reduced
55
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.73M |
| 2 |
Blue Owl Capital
OBDC
|
$1.76M |
| 3 |
Eaton
ETN
|
$1.61M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.56M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.52M |
Top Sells
| 1 |
Coinbase
COIN
|
$18M |
| 2 |
OBDE
Blue Owl Capital Corporation III
OBDE
|
$1.71M |
| 3 |
UnitedHealth
UNH
|
$1.01M |
| 4 |
Direxion Daily Semiconductor Bull 3X Shares
SOXL
|
$880K |
| 5 |
Microchip Technology
MCHP
|
$651K |
Sector Composition
| 1 | Technology | 12.55% |
| 2 | Consumer Discretionary | 10.69% |
| 3 | Financials | 8.08% |
| 4 | Communication Services | 7.34% |
| 5 | Healthcare | 3.38% |
