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
$345M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.14M
3 +$869K
4
BKNG icon
Booking.com
BKNG
+$756K
5
VEEV icon
Veeva Systems
VEEV
+$637K

Top Sells

1 +$1.36M
2 +$1.11M
3 +$642K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$444K
5
BDX icon
Becton Dickinson
BDX
+$380K

Sector Composition

1 Technology 22.14%
2 Financials 12.15%
3 Consumer Discretionary 8.59%
4 Communication Services 7.36%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EEM icon
176
iShares MSCI Emerging Markets ETF
EEM
$27.1B
$112K 0.03%
2,050
+500
SONY icon
177
Sony
SONY
$128B
$102K 0.03%
4,000
PAAS icon
178
Pan American Silver
PAAS
$25.1B
$102K 0.03%
+1,438
TRP icon
179
TC Energy
TRP
$66.3B
$102K 0.03%
+1,350
MCHI icon
180
iShares MSCI China ETF
MCHI
$7.14B
$97.3K 0.03%
1,620
VSEC icon
181
VSE Corp
VSEC
$5.86B
$84.7K 0.02%
490
DIA icon
182
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.8B
$84.1K 0.02%
175
NSC icon
183
Norfolk Southern
NSC
$68B
$83.7K 0.02%
290
KE
184
Kimball Electronics
KE
$548M
$83.5K 0.02%
3,000
SHOP icon
185
Shopify
SHOP
$170B
$80.5K 0.02%
+500
PSTG icon
186
Everpure, Inc.
PSTG
$20.1B
$80.4K 0.02%
1,200
ZBH icon
187
Zimmer Biomet
ZBH
$18.4B
$74.6K 0.02%
830
+147
DEM icon
188
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.46B
$74K 0.02%
1,585
SLF icon
189
Sun Life Financial
SLF
$35.9B
$72.8K 0.02%
+850
SMH icon
190
VanEck Semiconductor ETF
SMH
$43.4B
$72K 0.02%
200
EMA
191
Emera Inc
EMA
$15.8B
$69.7K 0.02%
+1,030
BAC icon
192
Bank of America
BAC
$349B
$68.8K 0.02%
1,250
APH icon
193
Amphenol
APH
$162B
$67.6K 0.02%
500
+70
IAG icon
194
IAMGOLD
IAG
$12.8B
$66.9K 0.02%
+2,954
NVS icon
195
Novartis
NVS
$306B
$65.5K 0.02%
475
SOLS
196
Solstice Advanced Materials
SOLS
$11.5B
$64.3K 0.02%
+1,323
CRWD icon
197
CrowdStrike
CRWD
$108B
$63.3K 0.02%
135
IWD icon
198
iShares Russell 1000 Value ETF
IWD
$68.4B
$63.1K 0.02%
300
VPG icon
199
Vishay Precision Group
VPG
$577M
$61.6K 0.02%
1,600
EXI icon
200
iShares Global Industrials ETF
EXI
$1.21B
$60.1K 0.02%
343