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
201
$40K 0.01%
+180
202
$37K 0.01%
+510
203
$37K 0.01%
+1,400
204
$36K 0.01%
+1,600
205
$35K 0.01%
+4,300
206
$35K 0.01%
+260
207
$35K 0.01%
+2,097
208
$34K 0.01%
+1,300
209
$33K 0.01%
+320
210
$33K 0.01%
+2,000
211
$33K 0.01%
+265
212
$33K 0.01%
+585
213
$33K 0.01%
+1,500
214
$33K 0.01%
+550
215
$32K 0.01%
+5,000
216
$32K 0.01%
+200
217
$31K 0.01%
+440
218
$31K 0.01%
+230
219
$30K 0.01%
+140
220
$29K 0.01%
+1,300
221
$29K 0.01%
+1,487
222
$29K 0.01%
+485
223
$28K 0.01%
+400
224
$28K 0.01%
+265
225
$27K 0.01%
+1,500
7 8
9
10 11