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
$492M
AUM Growth
-$61.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.18M
3
+$817K
4
MSDL icon
Morgan Stanley Direct Lending Fund
MSDL
+$781K
5
ACP
abrdn Income Credit Strategies Fund
ACP
+$731K

Top Sells

1
+$1.17B
2
+$1.13B
3
+$1.04B
4
DG icon
Dollar General
DG
+$974M
5
KFYP
KraneShares CICC China Leaders 100 Index ETF
KFYP
+$812M

Sector Composition

1 Technology 12.11%
2 Consumer Discretionary 10.04%
3 Communication Services 8.65%
4 Financials 7.11%
5 Healthcare 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
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