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

Top Buys

1 +$13.4K
2 +$1.81K
3 +$105

Top Sells

1 +$544K
2 +$348K
3 +$274K
4
PGR icon
Progressive
PGR
+$173K
5
WFC icon
Wells Fargo
WFC
+$148K

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
-500
77
-260
78
-31