LAM

Lountzis Asset Management Portfolio holdings

AUM $273M
1-Year Est. Return 19.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$538K
3 +$366K
4
MSFT icon
Microsoft
MSFT
+$31.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$30K

Top Sells

1 +$5.27M
2 +$151K
3 +$130K
4
WFC icon
Wells Fargo
WFC
+$55.2K
5
USB icon
US Bancorp
USB
+$34.3K

Sector Composition

1 Financials 52.66%
2 Technology 29.14%
3 Communication Services 6.06%
4 Healthcare 4.69%
5 Consumer Staples 2.26%