LAM

Lountzis Asset Management Portfolio holdings

AUM $282M
1-Year Est. Return 26.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.44K

Top Sells

1
+$482K
2
+$184K
3
+$181K
4
JPM icon
JPMorgan Chase
JPM
+$172K
5
ES icon
Eversource Energy
ES
+$168K

Sector Composition

1 Financials 54.26%
2 Technology 15.79%
3 Healthcare 13.63%
4 Consumer Discretionary 4.41%
5 Consumer Staples 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$353K 0.2%
1,051
27
$269K 0.15%
1,860
28
$230K 0.13%
4,616
-1,000
29
$225K 0.13%
4,191
30
$212K 0.12%
1,237
31
$200K 0.11%
1,500
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