LAM
LOM Asset Management Portfolio holdings
AUM
$345M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$328M
AUM Growth
+$32.3M
(+11%)
Holding
259
Top Buys
| 1 | +$903K | |
| 2 | +$776K | |
| 3 | +$606K | |
| 4 |
Oracle
ORCL
|
+$587K |
| 5 |
Eli Lilly
LLY
|
+$542K |
Top Sells
| 1 | +$757K | |
| 2 | +$657K | |
| 3 | +$492K | |
| 4 |
Pinnacle West Capital
PNW
|
+$456K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$442K |
Sector Composition
| 1 | Technology | 23.18% |
| 2 | Financials | 11.74% |
| 3 | Consumer Discretionary | 8.94% |
| 4 | Communication Services | 7.1% |
| 5 | Healthcare | 6.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Global Ship Lease
GSL
$1.37B
| – | – |
-1,400
|
|
||
252
MetLife
MET
$46B
| – | – |
-250
|
|
||
253
Nu Holdings
NU
$69B
| – | – |
-1,500
|
|
||
254
Pangaea Logistics
PANL
$472M
| – | – |
-5,000
|
|
||
|
255
Pinnacle West Capital
PNW
$12.4B
| – | – |
-5,100
|
|
||
256
RenaissanceRe
RNR
$13B
| – | – |
-65
|
|
||
257
Shopify
SHOP
$154B
| – | – |
-400
|
|
||
258
Toronto Dominion Bank
TD
$158B
| – | – |
-1,252
|
|
||
259
Titan Machinery
TITN
$399M
| – | – |
-2,400
|
|