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
XOM icon
76
Exxon Mobil
XOM
$480B
$1.28M 0.43%
+11,857
MRK icon
77
Merck
MRK
$216B
$1.22M 0.41%
+15,400
UBER icon
78
Uber
UBER
$195B
$1.21M 0.41%
+13,000
LRCX icon
79
Lam Research
LRCX
$182B
$1.19M 0.4%
+12,256
SOXX icon
80
iShares Semiconductor ETF
SOXX
$16B
$1.17M 0.4%
+4,903
USB icon
81
US Bancorp
USB
$73.3B
$1.14M 0.38%
+25,110
GS icon
82
Goldman Sachs
GS
$236B
$1.11M 0.37%
+1,562
MELI icon
83
Mercado Libre
MELI
$107B
$1.08M 0.37%
+415
LLY icon
84
Eli Lilly
LLY
$725B
$1.08M 0.37%
+1,388
MU icon
85
Micron Technology
MU
$232B
$1.08M 0.37%
+8,767
DIS icon
86
Walt Disney
DIS
$201B
$1.05M 0.36%
+8,474
LH icon
87
Labcorp
LH
$24.2B
$1.04M 0.35%
+3,960
VYM icon
88
Vanguard High Dividend Yield ETF
VYM
$65.4B
$1M 0.34%
+7,520
TFC icon
89
Truist Financial
TFC
$55.6B
$983K 0.33%
+22,862
NGG icon
90
National Grid
NGG
$76B
$969K 0.33%
+13,020
NFLX icon
91
Netflix
NFLX
$526B
$951K 0.32%
+710
PFF icon
92
iShares Preferred and Income Securities ETF
PFF
$14.7B
$920K 0.31%
+29,990
IHI icon
93
iShares US Medical Devices ETF
IHI
$4.26B
$914K 0.31%
+14,590
ORCL icon
94
Oracle
ORCL
$790B
$905K 0.31%
+4,137
TMUS icon
95
T-Mobile US
TMUS
$259B
$903K 0.31%
+3,790
URTH icon
96
iShares MSCI World ETF
URTH
$5.94B
$875K 0.3%
+5,165
GPC icon
97
Genuine Parts
GPC
$18.3B
$856K 0.29%
+7,056
ASML icon
98
ASML
ASML
$405B
$854K 0.29%
+1,065
VIGI icon
99
Vanguard International Dividend Appreciation ETF
VIGI
$8.71B
$848K 0.29%
+9,410
TSM icon
100
TSMC
TSM
$1.54T
$839K 0.28%
+3,705