LAM
Lountzis Asset Management Portfolio holdings
AUM
$284M
This Quarter Return
+9.77%
1 Year Return
+26.11%
3 Year Return
+108.66%
5 Year Return
+213.3%
10 Year Return
–
AUM
$284M
AUM Growth
+$284M
(+7.3%)
Cap. Flow
-$214K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
75.92%
Holding
53
New
1
Increased
4
Reduced
11
Closed
–
Top Buys
| 1 |
Applied Materials
AMAT
|
$6.59K |
| 2 |
Idexx Laboratories
IDXX
|
$6.44K |
| 3 |
Cadence Design Systems
CDNS
|
$4.93K |
| 4 |
SkyWater Technology
SKYT
|
$2.33K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$168K |
| 2 |
Yum! Brands
YUM
|
$100K |
| 3 |
Credit Acceptance
CACC
|
$50.4K |
| 4 |
Brown & Brown
BRO
|
$40.2K |
| 5 |
Progressive
PGR
|
$27.8K |
Sector Composition
| 1 | Financials | 52.32% |
| 2 | Technology | 25.42% |
| 3 | Healthcare | 11.47% |
| 4 | Communication Services | 3.96% |
| 5 | Consumer Discretionary | 2.05% |
