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
51
$1.96M 0.66%
+31,500
52
$1.96M 0.66%
+24,495
53
$1.94M 0.66%
+17,778
54
$1.92M 0.65%
+4,740
55
$1.86M 0.63%
+11,198
56
$1.85M 0.63%
+26,616
57
$1.77M 0.6%
+17,016
58
$1.76M 0.6%
+13,274
59
$1.72M 0.58%
+5,519
60
$1.7M 0.57%
+6,215
61
$1.68M 0.57%
+18,454
62
$1.67M 0.57%
+5,732
63
$1.61M 0.55%
+2,142
64
$1.56M 0.53%
+13,237
65
$1.55M 0.53%
+10,177
66
$1.45M 0.49%
+9,123
67
$1.43M 0.48%
+9,087
68
$1.43M 0.48%
+20,789
69
$1.39M 0.47%
+7,472
70
$1.38M 0.47%
+6,720
71
$1.34M 0.45%
+13,745
72
$1.33M 0.45%
+17,794
73
$1.29M 0.44%
+5,129
74
$1.28M 0.43%
+58,700
75
$1.28M 0.43%
+7,040
1 2
3
4 5