LAM
LOM Asset Management Portfolio holdings
AUM
$328M
1 Year Est. Return
–
AUM
$328M
AUM Growth
+$32.3M
(+11%)
Holding
259
Top Buys
| 1 | +$856K | |
| 2 | +$831K | |
| 3 | +$649K | |
| 4 |
iShares MSCI Japan ETF
EWJ
|
+$628K |
| 5 |
Eli Lilly
LLY
|
+$556K |
Top Sells
| 1 | +$770K | |
| 2 | +$646K | |
| 3 | +$463K | |
| 4 |
Pinnacle West Capital
PNW
|
+$456K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$454K |
Sector Composition
| 1 | Technology | 23.18% |
| 2 | Financials | 11.74% |
| 3 | Consumer Discretionary | 8.94% |
| 4 | Communication Services | 7.1% |
| 5 | Healthcare | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.84T
| $16.3M | 4.96% |
49,315
-562
|
|
||
2
Alphabet (Google) Class C
GOOG
$3.89T
| $12.2M | 3.72% |
50,028
+1,393
|
|
||
3
Microsoft
MSFT
$3.59T
| $12.1M | 3.68% |
23,326
+413
|
|
||
4
NVIDIA
NVDA
$4.43T
| $11.1M | 3.39% |
59,546
+4,453
|
|
||
5
Vanguard S&P 500 ETF
VOO
$805B
| $8.23M | 2.51% |
13,442
+112
|
|
||
6
Amazon
AMZN
$2.45T
| $7.05M | 2.15% |
32,104
+1,662
|
|
||
7
JPMorgan Chase
JPM
$858B
| $6.92M | 2.11% |
21,933
+451
|
|
||
8
Meta Platforms (Facebook)
META
$1.7T
| $6.33M | 1.93% |
8,619
+319
|
|
||
9
Analog Devices
ADI
$138B
| $5.65M | 1.72% |
22,997
+760
|
|
||
10
Mastercard
MA
$490B
| $5.58M | 1.7% |
9,802
+429
|
|
||
11
Vanguard FTSE Developed Markets ETF
VEA
$187B
| $5.51M | 1.68% |
91,968
+5,954
|
|
||
12
Apple
AAPL
$4.12T
| $5.4M | 1.65% |
21,208
+440
|
|
||
13
Booking.com
BKNG
$168B
| $5.36M | 1.63% |
992
+44
|
|
||
14
Berkshire Hathaway Class B
BRK.B
$1.09T
| $5.15M | 1.57% |
10,242
+827
|
|
||
15
Applied Materials
AMAT
$214B
| $5.07M | 1.55% |
24,772
+2,431
|
|
||
16
Home Depot
HD
$353B
| $4.8M | 1.47% |
11,859
+331
|
|
||
17
iShares Core S&P 500 ETF
IVV
$735B
| $4.74M | 1.45% |
7,085
-45
|
|
||
18
Visa
V
$639B
| $4.69M | 1.43% |
13,747
+689
|
|
||
19
TJX Companies
TJX
$170B
| $4.46M | 1.36% |
30,846
+1,316
|
|
||
20
SPDR S&P 500 ETF Trust
SPY
$702B
| $3.98M | 1.22% |
5,980
-227
|
|
||
21
Vanguard Small-Cap Value ETF
VBR
$32B
| $3.92M | 1.2% |
18,790
-50
|
|
||
22
Honeywell
HON
$121B
| $3.61M | 1.1% |
17,140
+1,157
|
|
||
23
Chevron
CVX
$300B
| $3.5M | 1.07% |
22,550
+959
|
|
||
24
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $3.49M | 1.07% |
53,531
+5,330
|
|
||
25
Invesco QQQ Trust
QQQ
$409B
| $3.45M | 1.05% |
5,744
+65
|
|