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
$345M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.14M
3 +$869K
4
BKNG icon
Booking.com
BKNG
+$756K
5
VEEV icon
Veeva Systems
VEEV
+$637K

Top Sells

1 +$1.36M
2 +$1.11M
3 +$642K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$444K
5
BDX icon
Becton Dickinson
BDX
+$380K

Sector Composition

1 Technology 22.14%
2 Financials 12.15%
3 Consumer Discretionary 8.59%
4 Communication Services 7.36%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOOG icon
251
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$26.7K 0.01%
60
BOOT icon
252
Boot Barn
BOOT
$5.62B
$26.5K 0.01%
150
BZH icon
253
Beazer Homes USA
BZH
$671M
$26.4K 0.01%
1,300
NU icon
254
Nu Holdings
NU
$72B
$25.1K 0.01%
+1,500
PBE icon
255
Invesco Biotechnology & Genome ETF
PBE
$247M
$24.6K 0.01%
300
AMPY icon
256
Amplify Energy
AMPY
$243M
$22.9K 0.01%
5,000
KWEB icon
257
KraneShares CSI China Internet ETF
KWEB
$6.57B
$22.8K 0.01%
670
EZA icon
258
iShares MSCI South Africa ETF
EZA
$966M
$22.7K 0.01%
+330
XYZ
259
Block Inc
XYZ
$40.4B
$22.1K 0.01%
340
RCI icon
260
Rogers Communications
RCI
$21.9B
$21K 0.01%
+405
PKOH icon
261
Park-Ohio Holdings
PKOH
$401M
$20.9K 0.01%
1,000
CVE icon
262
Cenovus Energy
CVE
$43.8B
$19.7K 0.01%
+850
TU icon
263
Telus
TU
$21.5B
$19.7K 0.01%
+1,090
NTR icon
264
Nutrien
NTR
$35.9B
$19.5K 0.01%
+230
GM icon
265
General Motors
GM
$68.9B
$18.7K 0.01%
230
-130
INFY icon
266
Infosys
INFY
$58.3B
$17.8K 0.01%
1,000
COO icon
267
Cooper Companies
COO
$15.6B
$16.4K ﹤0.01%
200
-240
ZTS icon
268
Zoetis
ZTS
$51.6B
$16.4K ﹤0.01%
130
OSCR icon
269
Oscar Health
OSCR
$4.28B
$15.8K ﹤0.01%
1,100
BP icon
270
BP
BP
$101B
$11.8K ﹤0.01%
340
-470
T icon
271
AT&T
T
$203B
$10.6K ﹤0.01%
425
SPG icon
272
Simon Property Group
SPG
$65.3B
$10.2K ﹤0.01%
55
RNR icon
273
RenaissanceRe
RNR
$13B
$8.44K ﹤0.01%
+30
MCK icon
274
McKesson
MCK
$114B
$8.2K ﹤0.01%
10
-5
ABT icon
275
Abbott
ABT
$193B
$7.52K ﹤0.01%
60