LAM

Lountzis Asset Management Portfolio holdings

AUM $284M
1-Year Est. Return 26.11%
This Quarter Est. Return
1 Year Est. Return
+26.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$259K

Top Sells

1
+$37.9K
2
+$29.8K
3
+$15.6K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.6K
5
BRO icon
Brown & Brown
BRO
+$9.05K

Sector Composition

1 Financials 60.22%
2 Healthcare 15.11%
3 Technology 7.68%
4 Consumer Staples 5.29%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$232K 0.2%
6,400
27
$221K 0.19%
1,051
28
$191K 0.16%
565
29
$184K 0.16%
1,237
30
$183K 0.16%
1,569
31
$171K 0.15%
2,050
32
$169K 0.15%
4,191
33
$160K 0.14%
1,196
34
$143K 0.12%
1,500
35
$138K 0.12%
689
36
$137K 0.12%
1,860
37
$131K 0.11%
550
38
$114K 0.1%
1,522
39
$106K 0.09%
2,079
40
$101K 0.09%
1,050
41
$93K 0.08%
410
42
$90K 0.08%
1,618
43
$77K 0.07%
1,000
44
$68K 0.06%
487
45
$54K 0.05%
946
46
$53K 0.05%
1,326
47
$53K 0.05%
1,370
48
$52K 0.04%
450
49
$35K 0.03%
600
50
$33K 0.03%
284
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