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
176
$64K 0.02%
+490
177
$59K 0.02%
+1,250
178
$59K 0.02%
+570
179
$58K 0.02%
+300
180
$58K 0.02%
+3,000
181
$57K 0.02%
+343
182
$56K 0.02%
+1,150
183
$56K 0.02%
+1,430
184
$56K 0.02%
+200
185
$54K 0.02%
+1,600
186
$52K 0.02%
+420
187
$50K 0.02%
+650
188
$48K 0.02%
+2,000
189
$48K 0.02%
+2,400
190
$48K 0.02%
+530
191
$46K 0.02%
+300
192
$46K 0.02%
+400
193
$45K 0.02%
+1,600
194
$44K 0.01%
+1,000
195
$43K 0.01%
+55
196
$43K 0.01%
+430
197
$42K 0.01%
+2,800
198
$41K 0.01%
+1,000
199
$41K 0.01%
+940
200
$40K 0.01%
+1,537
6 7
8
9 10