LAM
LOM Asset Management Portfolio holdings
AUM
$348M
1-Year Est. Return
29.69%
This Fund
S&P 500
1 Year Est. Return
+29.69%
AUM
$348M
AUM Growth
+$2.7M
(+0.78%)
Holding
282
Top Buys
| 1 | +$2.21M | |
| 2 | +$807K | |
| 3 | +$602K | |
| 4 |
iShares Global Energy ETF
IXC
|
+$448K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$435K |
Top Sells
| 1 | +$767K | |
| 2 | +$739K | |
| 3 | +$429K | |
| 4 |
PayPal
PYPL
|
+$409K |
| 5 |
Adobe
ADBE
|
+$372K |
Sector Composition
| 1 | Technology | 20.83% |
| 2 | Financials | 11.11% |
| 3 | Consumer Discretionary | 7.88% |
| 4 | Communication Services | 7.01% |
| 5 | Healthcare | 6.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Broadcom
AVGO
$1.83T
| $13.6M | 3.91% |
43,959
-2,246
|
|
||
2
Alphabet (Google) Class C
GOOG
$4.43T
| $13.5M | 3.89% |
47,114
-1,364
|
|
||
3
NVIDIA
NVDA
$4.97T
| $10.3M | 2.95% |
58,823
-153
|
|
||
4
Microsoft
MSFT
$3.1T
| $8.62M | 2.48% |
23,297
+215
|
|
||
5
Applied Materials
AMAT
$360B
| $8.1M | 2.33% |
23,711
-778
|
|
||
6
Vanguard S&P 500 ETF
VOO
$952B
| $7.77M | 2.23% |
12,997
-64
|
|
||
7
Analog Devices
ADI
$196B
| $7.3M | 2.1% |
22,940
-82
|
|
||
|
8
Vanguard FTSE Developed Markets ETF
VEA
$222B
| $7.22M | 2.08% |
112,747
+6,594
|
|
||
9
Amazon
AMZN
$2.65T
| $7.13M | 2.05% |
34,257
+1,040
|
|
||
10
JPMorgan Chase
JPM
$837B
| $6.4M | 1.84% |
21,760
-50
|
|
||
11
Apple
AAPL
$4.51T
| $5.39M | 1.55% |
21,235
+97
|
|
||
12
Meta Platforms (Facebook)
META
$1.51T
| $4.94M | 1.42% |
8,631
-105
|
|
||
13
Booking.com
BKNG
$129B
| $4.85M | 1.39% |
28,800
+325
|
|
||
14
Mastercard
MA
$434B
| $4.84M | 1.39% |
9,696
-84
|
|
||
15
Berkshire Hathaway Class B
BRK.B
$1.05T
| $4.83M | 1.39% |
10,088
-130
|
|
||
16
TJX Companies
TJX
$178B
| $4.83M | 1.39% |
30,252
-394
|
|
||
17
Chevron
CVX
$373B
| $4.7M | 1.35% |
22,714
+67
|
|
||
18
iShares Core S&P 500 ETF
IVV
$822B
| $4.48M | 1.29% |
6,865
-130
|
|
||
19
Visa
V
$615B
| $4.37M | 1.26% |
14,459
-137
|
|
||
20
Vanguard Small-Cap Value ETF
VBR
$35.3B
| $4.32M | 1.24% |
19,880
+244
|
|
||
21
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| $4.08M | 1.17% |
66,528
-1,020
|
|
||
22
Honeywell
HON
$136B
| $3.96M | 1.14% |
17,498
+215
|
|
||
23
Caterpillar
CAT
$417B
| $3.91M | 1.12% |
5,516
+93
|
|
||
24
Home Depot
HD
$310B
| $3.91M | 1.12% |
11,877
-35
|
|
||
25
Micron Technology
MU
$974B
| $3.89M | 1.12% |
11,503
-770
|
|