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Home > Institutional Investor > Lm Advisors Llc > Profile

Instuitional Investor - Lm Advisors Llc

Fund Profile
Filing Period:
Fund Name: Lm Advisors Llc
Portfolio Value $497,176,325
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 290,282 $44,105,450 9.05%
2.
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm
 649,367 $33,383,975 6.85%
3.
Vanguard Index Fds S&P 500 Etf Shs
 71,887 $31,400,341 6.44%
4.
Spdr S & P 500 Etf Trust
 SPY 60,104 $28,568,057 5.86%
5.
Apple Inc.
 AAPL 106,871 $20,575,954 4.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)