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
$167M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$204K
3 +$9.74K
4
UNH icon
UnitedHealth
UNH
+$7.13K

Top Sells

1 +$4.36M
2 +$1.91M
3 +$749K
4
AMAT icon
Applied Materials
AMAT
+$537K
5
WFC icon
Wells Fargo
WFC
+$506K

Sector Composition

1 Financials 58.9%
2 Technology 16.55%
3 Healthcare 10.59%
4 Consumer Staples 4.13%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$374K 0.22%
578
-160
27
$268K 0.16%
4,590
28
$247K 0.15%
963
29
$204K 0.12%
+1,500
30
-47,522