LAM
Lountzis Asset Management Portfolio holdings
AUM $265M
AUM
$265M
AUM Growth
+$28.5M (+12%)
Cap. Flow
+$30.4M
Cap. Flow % of AUM
11.48%
Top 10 Holdings %Top 10 Hldgs %
75.96%
Holding
55
New
8
Increased
7
Reduced
20
Closed
3
Top Buys
| 1 | $14.2M | |
| 2 | $12.7M | |
| 3 | $4.17M | |
| 4 | $2.05M | |
| 5 | $798K |
Top Sells
| 1 | $1.73M | |
| 2 | $1.36M | |
| 3 | $1.2M | |
| 4 | $317K | |
| 5 | $165K |
Sector Composition
| 1 | Financials | 56.3% |
| 2 | Technology | 21.41% |
| 3 | Healthcare | 11.35% |
| 4 | Communication Services | 3.87% |
| 5 | Consumer Discretionary | 2.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -965 | Closed | – | |||
| $0 | 0% | 0 -5,597 | Closed | – |
