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
$348M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$807K
3 +$602K
4
IXC icon
iShares Global Energy ETF
IXC
+$448K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$435K

Top Sells

1 +$767K
2 +$739K
3 +$429K
4
PYPL icon
PayPal
PYPL
+$409K
5
ADBE icon
Adobe
ADBE
+$372K

Sector Composition

1 Technology 20.83%
2 Financials 11.11%
3 Consumer Discretionary 7.88%
4 Communication Services 7.01%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PAAS icon
176
Pan American Silver
PAAS
$20B
$109K 0.03%
1,438
VFH icon
177
Vanguard Financials ETF
VFH
$12.5B
$107K 0.03%
882
ZBH icon
178
Zimmer Biomet
ZBH
$16.9B
$98.9K 0.03%
1,094
+264
ROL icon
179
Rollins
ROL
$22.7B
$92.9K 0.03%
+1,740
MCHI icon
180
iShares MSCI China ETF
MCHI
$6.26B
$91K 0.03%
1,620
VSEC icon
181
VSE Corp
VSEC
$5.07B
$90.4K 0.03%
490
VRT icon
182
Vertiv
VRT
$115B
$87.7K 0.03%
350
SONY icon
183
Sony
SONY
$129B
$82.8K 0.02%
4,000
DEM icon
184
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.89B
$78.8K 0.02%
1,585
IAG icon
185
IAMGOLD
IAG
$8.91B
$77.3K 0.02%
2,954
SMH icon
186
VanEck Semiconductor ETF
SMH
$64.4B
$76.7K 0.02%
200
DELL icon
187
Dell
DELL
$256B
$76.3K 0.02%
465
SOLS
188
Solstice Advanced Materials
SOLS
$12.9B
$74.8K 0.02%
982
-341
EMA
189
Emera Inc
EMA
$15.8B
$74.3K 0.02%
1,030
SLF icon
190
Sun Life Financial
SLF
$40.9B
$74.1K 0.02%
850
NVS icon
191
Novartis
NVS
$285B
$72.6K 0.02%
475
KE
192
Kimball Electronics
KE
$588M
$71.1K 0.02%
3,000
DIA icon
193
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.6B
$70.9K 0.02%
153
-22
P
194
Everpure Inc
P
$24B
$70.8K 0.02%
1,200
VPG icon
195
Vishay Precision Group
VPG
$1.56B
$69.5K 0.02%
1,600
CNQ icon
196
Canadian Natural Resources
CNQ
$95.3B
$67.9K 0.02%
1,000
NSC icon
197
Norfolk Southern
NSC
$70.4B
$66K 0.02%
230
-60
FTS icon
198
Fortis
FTS
$28.5B
$64.8K 0.02%
835
MRVL icon
199
Marvell Technology
MRVL
$230B
$64.4K 0.02%
650
IWD icon
200
iShares Russell 1000 Value ETF
IWD
$75B
$64.1K 0.02%
300