LAM

LOM Asset Management Portfolio holdings

AUM $296M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$11.4M
3 +$8.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.58%
2 Financials 11.92%
3 Consumer Discretionary 9.01%
4 Communication Services 6.51%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVGO icon
1
Broadcom
AVGO
$1.65T
$13.7M 4.65%
+49,877
MSFT icon
2
Microsoft
MSFT
$3.84T
$11.4M 3.86%
+22,913
NVDA icon
3
NVIDIA
NVDA
$4.45T
$8.7M 2.95%
+55,093
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.11T
$8.63M 2.92%
+48,635
VOO icon
5
Vanguard S&P 500 ETF
VOO
$765B
$7.57M 2.56%
+13,330
AMZN icon
6
Amazon
AMZN
$2.31T
$6.68M 2.26%
+30,442
JPM icon
7
JPMorgan Chase
JPM
$823B
$6.23M 2.11%
+21,482
META icon
8
Meta Platforms (Facebook)
META
$1.84T
$6.13M 2.07%
+8,300
BKNG icon
9
Booking.com
BKNG
$167B
$5.49M 1.86%
+948
ADI icon
10
Analog Devices
ADI
$121B
$5.29M 1.79%
+22,237
MA icon
11
Mastercard
MA
$512B
$5.27M 1.78%
+9,373
VEA icon
12
Vanguard FTSE Developed Markets ETF
VEA
$180B
$4.9M 1.66%
+86,014
V icon
13
Visa
V
$668B
$4.64M 1.57%
+13,058
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.07T
$4.57M 1.55%
+9,415
IVV icon
15
iShares Core S&P 500 ETF
IVV
$667B
$4.43M 1.5%
+7,130
AAPL icon
16
Apple
AAPL
$3.89T
$4.26M 1.44%
+20,768
HD icon
17
Home Depot
HD
$387B
$4.23M 1.43%
+11,528
AMAT icon
18
Applied Materials
AMAT
$182B
$4.09M 1.38%
+22,341
SPY icon
19
SPDR S&P 500 ETF Trust
SPY
$667B
$3.83M 1.3%
+6,207
FI icon
20
Fiserv
FI
$67.5B
$3.79M 1.28%
+21,998
HON icon
21
Honeywell
HON
$131B
$3.72M 1.26%
+15,983
VBR icon
22
Vanguard Small-Cap Value ETF
VBR
$31.4B
$3.67M 1.24%
+18,840
TJX icon
23
TJX Companies
TJX
$160B
$3.65M 1.23%
+29,530
VIG icon
24
Vanguard Dividend Appreciation ETF
VIG
$98.6B
$3.16M 1.07%
+15,449
QQQ icon
25
Invesco QQQ Trust
QQQ
$389B
$3.13M 1.06%
+5,679