LAM

LOM Asset Management Portfolio holdings

AUM $348M
1-Year Est. Return 29.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$807K
3 +$602K
4
IXC icon
iShares Global Energy ETF
IXC
+$448K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$435K

Top Sells

1 +$767K
2 +$739K
3 +$429K
4
PYPL icon
PayPal
PYPL
+$409K
5
ADBE icon
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
NTR icon
251
Nutrien
NTR
$32.3B
$24.2K 0.01%
230
PKOH icon
252
Park-Ohio Holdings
PKOH
$461M
$24K 0.01%
1,000
PBE icon
253
Invesco Biotechnology & Genome ETF
PBE
$258M
$23.8K 0.01%
300
WEC icon
254
WEC Energy
WEC
$36.8B
$23.7K 0.01%
205
-80
SE icon
255
Sea Limited
SE
$53B
$22.8K 0.01%
275
BOOM icon
256
DMC Global
BOOM
$138M
$22.4K 0.01%
4,300
BIDU icon
257
Baidu
BIDU
$41.4B
$22.3K 0.01%
+200
BOOT icon
258
Boot Barn
BOOT
$5.09B
$22K 0.01%
150
RCI icon
259
Rogers Communications
RCI
$20.3B
$21.7K 0.01%
405
NU icon
260
Nu Holdings
NU
$58.2B
$21.6K 0.01%
1,500
COF icon
261
Capital One
COF
$112B
$21K 0.01%
115
XYZ
262
Block Inc
XYZ
$40.6B
$20.5K 0.01%
340
TU icon
263
Telus
TU
$19.2B
$19.5K 0.01%
1,090
KWEB icon
264
KraneShares CSI China Internet ETF
KWEB
$6.15B
$19K 0.01%
670
GM icon
265
General Motors
GM
$74B
$17.1K ﹤0.01%
230
BP icon
266
BP
BP
$111B
$16K ﹤0.01%
340
ZTS icon
267
Zoetis
ZTS
$33.3B
$15.4K ﹤0.01%
130
COO icon
268
Cooper Companies
COO
$13.1B
$14.3K ﹤0.01%
200
INFY icon
269
Infosys
INFY
$50.2B
$13.5K ﹤0.01%
1,000
OSCR icon
270
Oscar Health
OSCR
$7.39B
$12.6K ﹤0.01%
1,100
T icon
271
AT&T
T
$158B
$12.3K ﹤0.01%
425
SPG icon
272
Simon Property Group
SPG
$68.2B
$10.3K ﹤0.01%
55
MCK icon
273
McKesson
MCK
$93.2B
$8.65K ﹤0.01%
10
WAT icon
274
Waters Corp
WAT
$35.9B
$8.64K ﹤0.01%
+29
KRE icon
275
State Street SPDR S&P Regional Banking ETF
KRE
$3.95B
$7.17K ﹤0.01%
110