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
$149M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$797K
2 +$449K
3 +$392K
4
IBM icon
IBM
IBM
+$211K
5
SPLK
Splunk Inc
SPLK
+$20.3K

Top Sells

1 +$214K
2 +$90.9K
3 +$79.9K
4
BRO icon
Brown & Brown
BRO
+$68.3K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$67.2K

Sector Composition

1 Financials 57.09%
2 Technology 14.86%
3 Healthcare 12.77%
4 Consumer Staples 4.58%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$391K 0.26%
738
27
$269K 0.18%
1,051
28
$247K 0.17%
5,111
29
$219K 0.15%
1,237
30
$211K 0.14%
+1,500
31
$203K 0.14%
1,860
32
-4,191