LAM
Lountzis Asset Management Portfolio holdings
AUM
$284M
This Quarter Return
+1.15%
1 Year Return
+26.11%
3 Year Return
+108.66%
5 Year Return
+213.3%
10 Year Return
–
AUM
$214M
AUM Growth
+$214M
(+1.3%)
Cap. Flow
+$1.43M
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
79.99%
Holding
47
New
1
Increased
1
Reduced
15
Closed
1
Top Buys
| 1 |
SkyWater Technology
SKYT
|
$2.21M |
| 2 |
Exxon Mobil
XOM
|
$3.11K |
Top Sells
| 1 |
Fortrea Holdings
FTRE
|
$341K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$101K |
| 3 |
Brown & Brown
BRO
|
$88.2K |
| 4 |
Progressive
PGR
|
$64.4K |
| 5 |
Martin Marietta Materials
MLM
|
$34.1K |
Sector Composition
| 1 | Financials | 58.54% |
| 2 | Technology | 18.3% |
| 3 | Healthcare | 8.4% |
| 4 | Communication Services | 5.03% |
| 5 | Consumer Staples | 2.98% |
