LAM
Lountzis Asset Management Portfolio holdings
AUM
$284M
1-Year Est. Return
26.11%
1 Year Est. Return
+26.11%
AUM
$265M
AUM Growth
+$28.5M
(+12%)
Holding
55
Top Buys
| 1 | +$14.2M | |
| 2 | +$12.7M | |
| 3 | +$4.17M | |
| 4 |
Applied Materials
AMAT
|
+$2.05M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$798K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$1.36M | |
| 3 | +$1.2M | |
| 4 |
CarMax
KMX
|
+$458K |
| 5 |
Charles Schwab
SCHW
|
+$317K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Becton Dickinson
BDX
$54.2B
| – | – |
-965
|
|
||
|
52
CarMax
KMX
$6.3B
| – | – |
-5,597
|
|