LA

LM Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 20.48%
This Quarter Est. Return
1 Year Est. Return
+20.48%
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
1
$59.2M 9.41%
123,699
+51,812
2
$55.5M 8.81%
60,976
+872
3
$51.4M 8.16%
287,784
-2,498
4
$35.2M 5.59%
647,631
-1,736
5
$30.2M 4.79%
161,507
+54,636
6
$26M 4.12%
148,284
+2,491
7
$17.9M 2.84%
42,566
+5,657
8
$15.5M 2.47%
86,411
-6,938
9
$14.4M 2.29%
+32,814
10
$12.7M 2.01%
20
+9
11
$10.4M 1.66%
40,149
+3,946
12
$9.71M 1.54%
23,087
+8,596
13
$9.23M 1.46%
35,306
-1,212
14
$8.77M 1.39%
58,082
+2,049
15
$7.25M 1.15%
24,090
-10,706
16
$6.86M 1.09%
14,134
-1,106
17
$5.79M 0.92%
75,466
+13,416
18
$5.64M 0.9%
10,255
+1,392
19
$5.34M 0.85%
13,533
-680
20
$5.33M 0.85%
33,290
+11,988
21
$5.18M 0.82%
69,791
+20,600
22
$5.1M 0.81%
87,009
-3,664
23
$4.7M 0.75%
111,635
+82,740
24
$4.57M 0.72%
6,233
-2,499
25
$4.48M 0.71%
52,931
-2,335
1
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