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
76
$4.53K ﹤0.01%
+180
77
$4.33K ﹤0.01%
+30
78
$4.32K ﹤0.01%
57
79
$3.97K ﹤0.01%
+19
80
$3.77K ﹤0.01%
115
81
$3.62K ﹤0.01%
+85
82
$3.45K ﹤0.01%
+151
83
$3.16K ﹤0.01%
+389
84
$2.5K ﹤0.01%
+100
85
$2.22K ﹤0.01%
+10
86
$2.18K ﹤0.01%
+3
87
$2K ﹤0.01%
+12
88
$1.97K ﹤0.01%
+51
89
$1.87K ﹤0.01%
+3
90
$1.45K ﹤0.01%
+6
91
$1.14K ﹤0.01%
+40
92
$579 ﹤0.01%
+11
93
$523 ﹤0.01%
+2
94
$163 ﹤0.01%
+5
95
$126 ﹤0.01%
+28
96
$105 ﹤0.01%
+2
97
– –
-1,350
1 2 3
4