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
$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
176
$218K ﹤0.01%
1,529
-192
177
$217K ﹤0.01%
+4,394
178
$216K ﹤0.01%
2,910
179
$211K ﹤0.01%
3,000
180
$210K ﹤0.01%
1,080
-1,883
181
$208K ﹤0.01%
14,877
-1,950
182
$206K ﹤0.01%
1,927
183
$206K ﹤0.01%
1,305
-3,845
184
– –
-126,542
185
– –
0
186
– –
-34,777
187
– –
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188
– –
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189
– –
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190
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191
– –
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192
– –
-1,900
193
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-965
194
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195
– –
-107,342
196
– –
-11,377
197
– –
-4,859
198
– –
-2,085
199
– –
-4,004
200
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5 6 7
8
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