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
PLTR icon
226
Palantir
PLTR
$431B
$27K 0.01%
+200
ZTS icon
227
Zoetis
ZTS
$64.9B
$27K 0.01%
+170
C icon
228
Citigroup
C
$176B
$26K 0.01%
+300
BP icon
229
BP
BP
$85.3B
$24K 0.01%
+810
MG icon
230
Mistras Group
MG
$307M
$24K 0.01%
+3,000
PANL icon
231
Pangaea Logistics
PANL
$310M
$24K 0.01%
+5,000
VOOG icon
232
Vanguard S&P 500 Growth ETF
VOOG
$20.5B
$24K 0.01%
+60
BABA icon
233
Alibaba
BABA
$390B
$23K 0.01%
+200
KWEB icon
234
KraneShares CSI China Internet ETF
KWEB
$9.19B
$23K 0.01%
+670
XYZ
235
Block Inc
XYZ
$48B
$23K 0.01%
+340
GM icon
236
General Motors
GM
$63.8B
$22K 0.01%
+450
NU icon
237
Nu Holdings
NU
$74.3B
$21K 0.01%
+1,500
MET icon
238
MetLife
MET
$52.8B
$20K 0.01%
+250
INFY icon
239
Infosys
INFY
$71.5B
$19K 0.01%
+1,000
PBE icon
240
Invesco Biotechnology & Genome ETF
PBE
$232M
$19K 0.01%
+300
VRT icon
241
Vertiv
VRT
$67.5B
$19K 0.01%
+150
PKOH icon
242
Park-Ohio Holdings
PKOH
$300M
$18K 0.01%
+1,000
AMPY icon
243
Amplify Energy
AMPY
$171M
$16K 0.01%
+5,000
RNR icon
244
RenaissanceRe
RNR
$11.7B
$16K 0.01%
+65
SPG icon
245
Simon Property Group
SPG
$58.8B
$16K 0.01%
+100
TTE icon
246
TotalEnergies
TTE
$132B
$13K ﹤0.01%
+210
T icon
247
AT&T
T
$186B
$12K ﹤0.01%
+425
MCK icon
248
McKesson
MCK
$97.6B
$11K ﹤0.01%
+15
DXCM icon
249
DexCom
DXCM
$27.1B
$9K ﹤0.01%
+100
SBUX icon
250
Starbucks
SBUX
$98B
$9K ﹤0.01%
+100
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