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

Top Buys

1
+$13.8K
2
+$1.38K
3
+$111

Top Sells

1
+$517K
2
+$348K
3
+$276K
4
PGR icon
Progressive
PGR
+$165K
5
WFC icon
Wells Fargo
WFC
+$134K

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
76
– –
-1
77
– –
-500
78
– –
-260
1 2 3
4