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
$150M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$13.4K
2
+$1.81K
3
+$105

Top Sells

1
+$544K
2
+$348K
3
+$274K
4
PGR icon
Progressive
PGR
+$173K
5
WFC icon
Wells Fargo
WFC
+$148K

Sector Composition

1 Financials 55.77%
2 Technology 15.46%
3 Healthcare 11.87%
4 Consumer Discretionary 5.27%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$57.8K 0.04%
450
52
$55.7K 0.04%
946
53
$41.5K 0.03%
600
54
$35.3K 0.02%
539
55
$34.7K 0.02%
284
56
$32.9K 0.02%
200
57
$32.1K 0.02%
333
58
$30.9K 0.02%
200
59
$29.5K 0.02%
100
60
$28.6K 0.02%
270
61
$23.4K 0.02%
290
62
$17.6K 0.01%
50
63
$16.6K 0.01%
342
64
$14.6K 0.01%
500
65
$14.6K 0.01%
275
66
$13.4K 0.01%
+1,350
67
$11.6K 0.01%
38
68
$10.9K 0.01%
570
+95
69
$9.29K 0.01%
425
70
$9.27K 0.01%
204
71
$8.69K 0.01%
244
72
$4.73K ﹤0.01%
115
73
$4.43K ﹤0.01%
60
74
– –
-96
75
– –
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