LAM

LOM Asset Management Portfolio holdings

AUM $296M
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
+$13.7M
2
+$11.4M
3
+$8.7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.58%
2 Financials 11.92%
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
IAU icon
51
iShares Gold Trust
IAU
$66.6B
$1.96M 0.66%
+31,500
WFC icon
52
Wells Fargo
WFC
$271B
$1.96M 0.66%
+24,495
IJR icon
53
iShares Core S&P Small-Cap ETF
IJR
$86.1B
$1.94M 0.66%
+17,778
TMO icon
54
Thermo Fisher Scientific
TMO
$205B
$1.92M 0.65%
+4,740
MPC icon
55
Marathon Petroleum
MPC
$56.6B
$1.86M 0.63%
+11,198
NEE icon
56
NextEra Energy
NEE
$175B
$1.85M 0.63%
+26,616
AEP icon
57
American Electric Power
AEP
$63B
$1.77M 0.6%
+17,016
DVY icon
58
iShares Select Dividend ETF
DVY
$20.8B
$1.76M 0.6%
+13,274
UNH icon
59
UnitedHealth
UNH
$330B
$1.72M 0.58%
+5,519
CRM icon
60
Salesforce
CRM
$242B
$1.7M 0.57%
+6,215
SCHW icon
61
Charles Schwab
SCHW
$172B
$1.68M 0.57%
+18,454
GD icon
62
General Dynamics
GD
$90.7B
$1.67M 0.57%
+5,732
URI icon
63
United Rentals
URI
$64.4B
$1.61M 0.55%
+2,142
DUK icon
64
Duke Energy
DUK
$100B
$1.56M 0.53%
+13,237
JNJ icon
65
Johnson & Johnson
JNJ
$467B
$1.55M 0.53%
+10,177
QCOM icon
66
Qualcomm
QCOM
$180B
$1.45M 0.49%
+9,123
IQV icon
67
IQVIA
IQV
$36B
$1.43M 0.48%
+9,087
UL icon
68
Unilever
UL
$154B
$1.43M 0.48%
+23,388
ABBV icon
69
AbbVie
ABBV
$410B
$1.39M 0.47%
+7,472
PANW icon
70
Palo Alto Networks
PANW
$143B
$1.38M 0.47%
+6,720
WMT icon
71
Walmart
WMT
$853B
$1.34M 0.45%
+13,745
EWJ icon
72
iShares MSCI Japan ETF
EWJ
$16.2B
$1.33M 0.45%
+17,794
LHX icon
73
L3Harris
LHX
$54.4B
$1.29M 0.44%
+5,129
DBC icon
74
Invesco DB Commodity Index Tracking Fund
DBC
$1.26B
$1.28M 0.43%
+58,700
RSP icon
75
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
$1.28M 0.43%
+7,040
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