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
76
$1.48M 0.45%
14,319
+574
77
$1.47M 0.45%
7,234
+514
78
$1.42M 0.43%
14,450
+1,450
79
$1.39M 0.43%
20,900
+111
80
$1.33M 0.41%
7,040
81
$1.33M 0.41%
1,672
+110
82
$1.32M 0.4%
58,700
83
$1.32M 0.4%
4,873
-30
84
$1.2M 0.37%
24,815
-295
85
$1.17M 0.36%
10,179
+1,705
86
$1.09M 0.33%
3,810
-150
87
$1.09M 0.33%
23,797
+935
88
$1.06M 0.32%
7,520
89
$1.03M 0.32%
3,705
90
$1.01M 0.31%
4,264
-1,951
91
$995K 0.3%
8,530
+1,000
92
$988K 0.3%
7,131
+75
93
$985K 0.3%
5,425
+260
94
$970K 0.3%
415
95
$970K 0.3%
8,565
-190
96
$931K 0.28%
21,560
+1,298
97
$926K 0.28%
12,923
-284
98
$926K 0.28%
1,520
99
$923K 0.28%
7,700
+600
100
$915K 0.28%
16,490
+15,425
2 3
4
5 6