LAM

LOM Asset Management Portfolio holdings

AUM $348M
1-Year Est. Return 29.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$903K
2
+$776K
3
+$606K
4
ORCL icon
Oracle
ORCL
+$587K
5
LLY icon
Eli Lilly
LLY
+$542K

Top Sells

1
+$757K
2
+$657K
3
+$492K
4
PNW icon
Pinnacle West Capital
PNW
+$456K
5
VIG icon
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
26
$3.33M 1.02%
21,671
+2,762
27
$3.21M 0.98%
29,770
+1,881
28
$3.2M 0.98%
10,244
+769
29
$3.09M 0.94%
23,998
+2,000
30
$3.05M 0.93%
68,202
-444
31
$2.96M 0.9%
17,660
+1,138
32
$2.94M 0.9%
36,873
+2,695
33
$2.88M 0.88%
13,344
-2,105
34
$2.71M 0.83%
29,024
-464
35
$2.66M 0.81%
18,930
+1,193
36
$2.6M 0.79%
5,452
+166
37
$2.6M 0.79%
27,879
-802
38
$2.55M 0.78%
16,044
+1,508
39
$2.51M 0.77%
42,775
+2,897
40
$2.42M 0.74%
32,928
-240
41
$2.42M 0.74%
2,071
+6
42
$2.36M 0.72%
23,735
-205
43
$2.31M 0.71%
19,484
+1,706
44
$2.29M 0.7%
31,500
45
$2.23M 0.68%
56,794
+3,723
46
$2.18M 0.67%
32,890
+1,120
47
$2.13M 0.65%
22,810
+320
48
$2.13M 0.65%
12,625
+1,115
49
$2.12M 0.65%
4,372
-368
50
$2.12M 0.65%
35,611
-140
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