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
$777M
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$84.5M
2
+$61.5M
3
+$40.6M
4
AMZN icon
Amazon
AMZN
+$3.85M
5
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.96M

Top Sells

1
+$1.76M
2
+$1.52M
3
+$1.46M
4
NVDA icon
NVIDIA
NVDA
+$1.35M
5
BABA icon
Alibaba
BABA
+$1.35M

Sector Composition

1 Technology 27.07%
2 Consumer Discretionary 16.78%
3 Communication Services 6.42%
4 Financials 5.7%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$324K 0.04%
5,244
152
$323K 0.04%
3,748
153
$321K 0.04%
8,248
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154
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155
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156
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157
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161
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162
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165
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171
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172
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173
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175
$237K 0.03%
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