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 | +$856K | |
| 2 | +$831K | |
| 3 | +$649K | |
| 4 |
iShares MSCI Japan ETF
EWJ
|
+$628K |
| 5 |
Eli Lilly
LLY
|
+$556K |
Top Sells
| 1 | +$770K | |
| 2 | +$646K | |
| 3 | +$463K | |
| 4 |
Pinnacle West Capital
PNW
|
+$456K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$454K |
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
MetLife
MET
$50.6B
| – | – |
-250
|
|
||
252
Nu Holdings
NU
$85B
| – | – |
-1,500
|
|
||
253
Pangaea Logistics
PANL
$570M
| – | – |
-5,000
|
|
||
|
254
Pinnacle West Capital
PNW
$11.3B
| – | – |
-5,100
|
|
||
255
RenaissanceRe
RNR
$12.7B
| – | – |
-65
|
|
||
256
Shopify
SHOP
$167B
| – | – |
-400
|
|
||
257
Toronto Dominion Bank
TD
$165B
| – | – |
-1,252
|
|
||
258
Titan Machinery
TITN
$448M
| – | – |
-2,400
|
|
||
259
Affirm
AFRM
$20.4B
| – | – |
-1,000
|
|