LAM
Lountzis Asset Management Portfolio holdings
AUM
$284M
This Quarter Return
+8.73%
1 Year Return
+26.11%
3 Year Return
+108.66%
5 Year Return
+213.3%
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+9.2%)
Cap. Flow
+$1.08M
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
77.97%
Holding
78
New
1
Increased
9
Reduced
8
Closed
–
Top Buys
| 1 |
SPLK
Splunk Inc
SPLK
|
$1.59M |
| 2 |
AstroNova
ALOT
|
$98K |
| 3 |
Martin Marietta Materials
MLM
|
$59.8K |
| 4 |
PepsiCo
PEP
|
$48.2K |
| 5 |
US Bancorp
USB
|
$41.6K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$472K |
| 2 |
Lowe's Companies
LOW
|
$194K |
| 3 |
Progressive
PGR
|
$110K |
| 4 |
UnitedHealth
UNH
|
$108K |
| 5 |
Mastercard
MA
|
$36.3K |
Sector Composition
| 1 | Financials | 55.19% |
| 2 | Technology | 16.26% |
| 3 | Healthcare | 12.15% |
| 4 | Consumer Discretionary | 4.78% |
| 5 | Consumer Staples | 4.02% |
