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
201
$42K 0.01%
1,000
202
$42K 0.01%
420
203
$41K 0.01%
2,000
204
$41K 0.01%
510
205
$41K 0.01%
180
206
$38K 0.01%
265
207
$38K 0.01%
55
208
$37K 0.01%
1,487
209
$37K 0.01%
700
-300
210
$36K 0.01%
200
211
$36K 0.01%
4,300
212
$36K 0.01%
200
213
$36K 0.01%
550
214
$36K 0.01%
200
215
$35K 0.01%
230
216
$34K 0.01%
260
217
$34K 0.01%
+300
218
$33K 0.01%
285
+20
219
$32K 0.01%
1,300
220
$30K 0.01%
300
221
$30K 0.01%
440
222
$30K 0.01%
3,000
223
$28K 0.01%
670
224
$28K 0.01%
810
225
$27K 0.01%
1,500
7 8
9
10 11