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
$61.8B
AUM Growth
+$61.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$1.18M
3
+$1.15M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$715K
5
SBAC icon
SBA Communications
SBAC
+$696K

Top Sells

1
+$127M
2
+$23.4M
3
+$9.87M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.55M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.58M

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
151
$329K ﹤0.01%
4,975
+81
152
$309K ﹤0.01%
1,001
153
$306K ﹤0.01%
3,052
154
$303K ﹤0.01%
2,646
155
$299K ﹤0.01%
292
156
$294K ﹤0.01%
4,806
157
$289K ﹤0.01%
176
-2
158
$284K ﹤0.01%
8,001
159
$283K ﹤0.01%
3,000
160
$282K ﹤0.01%
2,000
-7
161
$265K ﹤0.01%
1,200
-1,262
162
$265K ﹤0.01%
36,609
-4,316
163
$256K ﹤0.01%
6,010
164
$254K ﹤0.01%
2,000
165
$249K ﹤0.01%
4,500
166
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1,500
167
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4,196
168
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3,340
169
$238K ﹤0.01%
4,767
170
$236K ﹤0.01%
1,000
-2,595
171
$235K ﹤0.01%
3,927
172
$234K ﹤0.01%
6,077
-5,584
173
$230K ﹤0.01%
6,069
174
$224K ﹤0.01%
1,888
175
$223K ﹤0.01%
10,900
-1,000
5 6
7
8 9