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
$180M
AUM Growth
+$5.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$372K
3 +$20.6K

Top Sells

1 +$200K
2 +$118K
3 +$23.8K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.5K
5
MLM icon
Martin Marietta Materials
MLM
+$16.9K

Sector Composition

1 Financials 57.36%
2 Technology 16.96%
3 Healthcare 11.34%
4 Consumer Staples 3.82%
5 Communication Services 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$402K 0.22%
738
27
$324K 0.18%
1,051
28
$260K 0.14%
1,860
29
$219K 0.12%
1,237
30
$214K 0.12%
4,191
31
$212K 0.12%
5,111
+495
32
-1,500