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
$136M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$9.68M
2
+$205K
3
+$159K
4
AEP icon
American Electric Power
AEP
+$83K
5
SO icon
Southern Company
SO
+$61K

Top Sells

1
+$617K
2
+$594K
3
+$493K
4
BRO icon
Brown & Brown
BRO
+$397K
5
LOW icon
Lowe's Companies
LOW
+$83.5K

Sector Composition

1 Financials 56.8%
2 Technology 13.58%
3 Healthcare 12.99%
4 Consumer Discretionary 4.93%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$56K 0.04%
1,370
52
$55K 0.04%
946
53
$54K 0.04%
450
54
$40K 0.03%
600
55
$38K 0.03%
284
56
$33K 0.02%
200
57
$31K 0.02%
200
58
$30K 0.02%
+333
59
$29K 0.02%
539
60
$27K 0.02%
100
61
$27K 0.02%
+270
62
$22K 0.02%
290
63
$19K 0.01%
50
64
$14K 0.01%
+342
65
$14K 0.01%
+500
66
$12K 0.01%
96
67
$12K 0.01%
+500
68
$11K 0.01%
275
69
$10K 0.01%
38
70
$10K 0.01%
204
71
$9K 0.01%
260
72
$8K 0.01%
244
73
$7K 0.01%
425
74
$7K 0.01%
+31
75
$5K ﹤0.01%
60
1 2
3
4