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
$630M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
752
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$14.4M
3
+$10.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.71M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.61M

Top Sells

1
+$3.56M
2
+$3.22M
3
+$2.5M
4
NVDA icon
NVIDIA
NVDA
+$2.38M
5
COST icon
Costco
COST
+$1.83M

Sector Composition

1 Technology 12.89%
2 Consumer Discretionary 10.46%
3 Financials 8.53%
4 Communication Services 7.37%
5 Healthcare 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$302K 0.05%
1,565
177
$302K 0.05%
3,900
+3,400
178
$300K 0.05%
1,001
179
$298K 0.05%
3,052
180
$295K 0.05%
4,806
-3,107
181
$283K 0.04%
292
182
$282K 0.04%
4,859
183
$275K 0.04%
8,001
184
$269K 0.04%
178
185
$262K 0.04%
2,000
186
$259K 0.04%
3,000
187
$258K 0.04%
16,217
-2,700
188
$251K 0.04%
4,767
189
$247K 0.04%
6,010
190
$246K 0.04%
1,500
191
$244K 0.04%
4,196
192
$238K 0.04%
+6,069
193
$236K 0.04%
16,827
-1,500
194
$231K 0.04%
3,234
195
$226K 0.04%
3,927
196
$226K 0.04%
3,000
197
$224K 0.04%
3,340
-345
198
$221K 0.04%
1,721
+194
199
$221K 0.04%
2,910
200
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