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
51
$2.12M 0.65%
6,201
+469
52
$2.12M 0.65%
2,215
+73
53
$2.11M 0.64%
86,295
+800
54
$2.11M 0.64%
25,137
+642
55
$2.1M 0.64%
27,789
+1,173
56
$2.09M 0.64%
21,921
+3,467
57
$2.08M 0.63%
10,788
-410
58
$2.06M 0.63%
25,624
+7,830
59
$1.99M 0.61%
31,835
+120
60
$1.91M 0.58%
13,404
+130
61
$1.89M 0.58%
16,781
-235
62
$1.87M 0.57%
5,424
-95
63
$1.87M 0.57%
10,082
-95
64
$1.81M 0.55%
6,443
+2,306
65
$1.78M 0.54%
10,612
+1,845
66
$1.71M 0.52%
7,367
-105
67
$1.69M 0.51%
12,601
+345
68
$1.66M 0.51%
13,406
+169
69
$1.66M 0.51%
5,423
+294
70
$1.61M 0.49%
2,116
+728
71
$1.59M 0.49%
14,121
+2,264
72
$1.59M 0.48%
9,554
+431
73
$1.58M 0.48%
8,342
-745
74
$1.57M 0.48%
1,622
+557
75
$1.56M 0.48%
4,429
-1,832
1 2
3
4 5