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
76
$1.28M 0.43%
+11,857
77
$1.22M 0.41%
+15,400
78
$1.21M 0.41%
+13,000
79
$1.19M 0.4%
+12,256
80
$1.17M 0.4%
+4,903
81
$1.14M 0.38%
+25,110
82
$1.11M 0.37%
+1,562
83
$1.08M 0.37%
+415
84
$1.08M 0.37%
+1,388
85
$1.08M 0.37%
+8,767
86
$1.05M 0.36%
+8,474
87
$1.04M 0.35%
+3,960
88
$1M 0.34%
+7,520
89
$983K 0.33%
+22,862
90
$969K 0.33%
+13,207
91
$951K 0.32%
+7,100
92
$920K 0.31%
+29,990
93
$914K 0.31%
+14,590
94
$905K 0.31%
+4,137
95
$903K 0.31%
+3,790
96
$875K 0.3%
+5,165
97
$856K 0.29%
+7,056
98
$854K 0.29%
+1,065
99
$848K 0.29%
+9,410
100
$839K 0.28%
+3,705
2 3
4
5 6