LAM
LOM Asset Management Portfolio holdings
AUM
$348M
1-Year Est. Return
29.69%
This Fund
S&P 500
1 Year Est. Return
+29.69%
AUM
$345M
AUM Growth
+$17.3M
(+5.3%)
Holding
282
Top Buys
| 1 | +$1.54M | |
| 2 | +$1.14M | |
| 3 | +$869K | |
| 4 |
Booking.com
BKNG
|
+$756K |
| 5 |
Veeva Systems
VEEV
|
+$637K |
Top Sells
| 1 | +$1.36M | |
| 2 | +$1.11M | |
| 3 | +$642K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$444K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
State Street SPDR S&P Regional Banking ETF
KRE
$4.2B
| $7.13K | ﹤0.01% |
110
|
|
||
277
DexCom
DXCM
$22.3B
| $6.64K | ﹤0.01% |
100
|
|
||
278
TotalEnergies
TTE
$203B
| – | – |
-210
|
|
||
279
Starbucks
SBUX
$121B
| – | – |
-100
|
|
||
280
Fidelity National Information Services
FIS
$21.6B
| – | – |
-100
|
|
||
281
Contango Silver & Gold Inc
CTGO
$760M
| – | – |
-1,487
|
|
||
282
Copart
CPRT
$31.5B
| – | – |
-6,000
|
|