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
$296M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.95M
3
+$8.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.01M
5
NVDA icon
NVIDIA
NVDA
+$6.93M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.55%
2 Financials 11.94%
3 Consumer Discretionary 9.01%
4 Communication Services 6.51%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.05%
+21,591
27
$3.01M 1.02%
+18,909
28
$2.99M 1.01%
+48,201
29
$2.91M 0.99%
+68,646
30
$2.84M 0.96%
+9,475
31
$2.65M 0.9%
+34,178
32
$2.51M 0.85%
+27,889
33
$2.44M 0.83%
+3,686
34
$2.42M 0.82%
+6,261
35
$2.41M 0.82%
+16,522
36
$2.38M 0.81%
+28,681
37
$2.34M 0.79%
+17,737
38
$2.32M 0.79%
+8,292
39
$2.3M 0.78%
+53,071
40
$2.25M 0.76%
+39,878
41
$2.25M 0.76%
+31,770
42
$2.25M 0.76%
+23,940
43
$2.17M 0.73%
+2,065
44
$2.14M 0.72%
+31,715
45
$2.11M 0.71%
+11,510
46
$2.05M 0.69%
+5,286
47
$2.05M 0.69%
+14,536
48
$2.01M 0.68%
+22,490
49
$2M 0.68%
+17,099
50
$1.99M 0.67%
+35,751
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