LAM
LOM Asset Management Portfolio holdings
AUM
$296M
This Quarter Return
+11.81%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$296M
AUM Growth
–
Cap. Flow
+$296M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
27.02%
Holding
252
New
252
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Broadcom
AVGO
|
$13.7M |
| 2 |
Microsoft
MSFT
|
$11.4M |
| 3 |
NVIDIA
NVDA
|
$8.7M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$8.63M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Ennis
EBF
$476M
| $27K | 0.01% |
+1,500
| New | +$27K |
|
227
Palantir
PLTR
$363B
| $27K | 0.01% |
+200
| New | +$27K |
|
228
Citigroup
C
$176B
| $26K | 0.01% |
+300
| New | +$26K |
|
229
BP
BP
$87.4B
| $24K | 0.01% |
+810
| New | +$24K |
|
230
Mistras Group
MG
$307M
| $24K | 0.01% |
+3,000
| New | +$24K |
|
231
Pangaea Logistics
PANL
$349M
| $24K | 0.01% |
+5,000
| New | +$24K |
|
232
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $24K | 0.01% |
+60
| New | +$24K |
|
233
Alibaba
BABA
$323B
| $23K | 0.01% |
+200
| New | +$23K |
|
234
KraneShares CSI China Internet ETF
KWEB
$8.55B
| $23K | 0.01% |
+670
| New | +$23K |
|
|
XYZ
235
Block, Inc.
XYZ
$45.7B
| $23K | 0.01% |
+340
| New | +$23K |
|
236
General Motors
GM
$55.5B
| $22K | 0.01% |
+450
| New | +$22K |
|
237
Nu Holdings
NU
$71.2B
| $21K | 0.01% |
+1,500
| New | +$21K |
|
238
MetLife
MET
$52.9B
| $20K | 0.01% |
+250
| New | +$20K |
|
239
Infosys
INFY
$67.9B
| $19K | 0.01% |
+1,000
| New | +$19K |
|
240
Invesco Biotechnology & Genome ETF
PBE
$227M
| $19K | 0.01% |
+300
| New | +$19K |
|
241
Vertiv
VRT
$47.4B
| $19K | 0.01% |
+150
| New | +$19K |
|
242
Park-Ohio Holdings
PKOH
$303M
| $18K | 0.01% |
+1,000
| New | +$18K |
|
243
Amplify Energy
AMPY
$155M
| $16K | 0.01% |
+5,000
| New | +$16K |
|
244
RenaissanceRe
RNR
$11.3B
| $16K | 0.01% |
+65
| New | +$16K |
|
245
Simon Property Group
SPG
$59.5B
| $16K | 0.01% |
+100
| New | +$16K |
|
246
TotalEnergies
TTE
$133B
| $13K | ﹤0.01% |
+210
| New | +$13K |
|
247
AT&T
T
$212B
| $12K | ﹤0.01% |
+425
| New | +$12K |
|
248
McKesson
MCK
$85.5B
| $11K | ﹤0.01% |
+15
| New | +$11K |
|
249
DexCom
DXCM
$31.6B
| $9K | ﹤0.01% |
+100
| New | +$9K |
|
250
Starbucks
SBUX
$97.1B
| $9K | ﹤0.01% |
+100
| New | +$9K |
|