LAM

Lountzis Asset Management Portfolio holdings

AUM $282M
1-Year Est. Return 26.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.4%
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 +$8.29M
2 +$192K
3 +$132K
4
AEP icon
American Electric Power
AEP
+$86.8K
5
SO icon
Southern Company
SO
+$60.1K

Top Sells

1 +$584K
2 +$529K
3 +$472K
4
BRO icon
Brown & Brown
BRO
+$386K
5
LOW icon
Lowe's Companies
LOW
+$84.5K

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
76
$3K ﹤0.01%
115
77
$3K ﹤0.01%
475