LA

LM Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 20.48%
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
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
$248K ﹤0.01%
1,500
167
$242K ﹤0.01%
4,196
168
$241K ﹤0.01%
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