LA
LM Advisors Portfolio holdings
AUM
$694M
1-Year Est. Return
25.65%
1 Year Est. Return
+25.65%
AUM
$694M
AUM Growth
-$82.7M
(-11%)
Holding
212
Top Buys
| 1 | +$35.7M | |
| 2 | +$22.4M | |
| 3 | +$11.2M | |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$10.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$5.06M |
Top Sells
| 1 | +$104M | |
| 2 | +$91.6M | |
| 3 | +$50.3M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$3.51M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$1.24M |
Sector Composition
| 1 | Technology | 12.27% |
| 2 | Consumer Discretionary | 9.91% |
| 3 | Communication Services | 8.89% |
| 4 | Financials | 8.05% |
| 5 | Healthcare | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.14B
| $212K | 0.03% |
+3,732
|
|
||
202
Howmet Aerospace
HWM
$78.9B
| $209K | 0.03% |
+1,067
|
|
||
203
Vanguard FTSE Pacific ETF
VPL
$8.29B
| $209K | 0.03% |
+2,385
|
|
||
204
Hilton Worldwide
HLT
$65.5B
| $206K | 0.03% |
793
|
|
||
205
Hercules Capital
HTGC
$3.34B
| $206K | 0.03% |
+10,900
|
|
||
206
Applied Materials
AMAT
$212B
| $205K | 0.03% |
+1,000
|
|
||
207
Vanguard FTSE Developed Markets ETF
VEA
$185B
| $205K | 0.03% |
+3,425
|
|
||
208
KKR & Co
KKR
$110B
| – | – |
-3,500
|
|
||
209
ON Semiconductor
ON
$20.8B
| – | – |
-4,190
|
|
||
210
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$15B
| – | – |
-20,000
|
|
||
211
Starwood Property Trust
STWD
$6.77B
| – | – |
-9,999
|
|
||
212
Wells Fargo
WFC
$272B
| – | – |
-2,667
|
|