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
$161M
AUM Growth
-$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$19.7K
2
+$19.3K
3
+$11.6K
4
NXST icon
Nexstar Media Group
NXST
+$11K
5
RMBS icon
Rambus
RMBS
+$9.99K

Top Sells

1
+$818K
2
+$766K
3
+$700K
4
PGR icon
Progressive
PGR
+$398K
5
LOW icon
Lowe's Companies
LOW
+$397K

Sector Composition

1 Financials 55.03%
2 Technology 15.93%
3 Healthcare 12.17%
4 Consumer Discretionary 4.67%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62K 0.04%
1,000
52
$59.8K 0.04%
1,346
+20
53
$55.4K 0.03%
946
54
$53.3K 0.03%
157
+57
55
$52.6K 0.03%
320
+120
56
$45.7K 0.03%
600
57
$40.2K 0.03%
284
58
$39.8K 0.02%
200
59
$34.5K 0.02%
538
-1
60
$33.9K 0.02%
270
61
$32.5K 0.02%
333
62
$23.6K 0.01%
290
63
$22.5K 0.01%
50
64
$17.1K 0.01%
342
65
$15.1K 0.01%
425
66
$14.1K 0.01%
500
67
$12.5K 0.01%
38
68
$11.6K 0.01%
+250
69
$11K 0.01%
+72
70
$9.99K 0.01%
+450
71
$9.48K 0.01%
204
72
$8.68K 0.01%
244
73
$7.83K ﹤0.01%
570
74
$6.81K ﹤0.01%
+100
75
$6.78K ﹤0.01%
100
-175
1 2
3
4