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
$147M
AUM Growth
-$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.83M
2
+$698

Top Sells

1
+$322K
2
+$219K
3
+$211K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$203K
5
UNH icon
UnitedHealth
UNH
+$140K

Sector Composition

1 Financials 59.66%
2 Technology 14.07%
3 Healthcare 11.45%
4 Consumer Staples 4.51%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$384K 0.26%
6,400
27
$336K 0.23%
738
28
$224K 0.15%
963
-88
29
$217K 0.15%
4,590
-521
30
– –
-1,860
31
– –
-1,500
32
– –
-1,237
1
2