LAM

LOM Asset Management Portfolio holdings

AUM $345M
This Fund
S&P 500
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
+$10.8M
2
+$9.95M
3
+$8.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.01M
5
NVDA icon
NVIDIA
NVDA
+$6.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.55%
2 Financials 11.94%
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
226
$27K 0.01%
+200
227
$27K 0.01%
+170
228
$26K 0.01%
+300
229
$24K 0.01%
+810
230
$24K 0.01%
+3,000
231
$24K 0.01%
+5,000
232
$24K 0.01%
+60
233
$23K 0.01%
+200
234
$23K 0.01%
+670
235
$23K 0.01%
+340
236
$22K 0.01%
+450
237
$21K 0.01%
+1,500
238
$20K 0.01%
+250
239
$19K 0.01%
+1,000
240
$19K 0.01%
+300
241
$19K 0.01%
+150
242
$18K 0.01%
+1,000
243
$16K 0.01%
+5,000
244
$16K 0.01%
+65
245
$16K 0.01%
+100
246
$13K ﹤0.01%
+210
247
$12K ﹤0.01%
+425
248
$11K ﹤0.01%
+15
249
$9K ﹤0.01%
+100
250
$9K ﹤0.01%
+100
7 8 9
10
11