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
201
$220K 0.03%
11,900
202
$218K 0.03%
1,888
203
$215K 0.03%
2,777
204
$213K 0.03%
1,927
-720
205
$209K 0.03%
+4,500
206
$208K 0.03%
965
207
$208K 0.03%
4,400
-30
208
– –
-1,690
209
$203K 0.03%
9,980
-312
210
$202K 0.03%
+2,000
211
$201K 0.03%
+1,520
212
$201K 0.03%
1,901
+1
213
$200K 0.03%
1,900
214
– –
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215
– –
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216
– –
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217
– –
-1,000
218
– –
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219
– –
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220
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221
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222
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223
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-1,925
224
– –
-3,000
225
– –
-20
7 8
9
10 11