NELSON LAM

@Lam Group, Inc.

Latest period2024 - Q4

Reported3d ago

Managed Assets$140.229M

Total holdings134

Assets growth rate-0.74%

Assets growth rate (2-Q avg)9.17%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lam Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Lam Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 140.229M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 9.17%. The portfolio is managed by NELSON LAM, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VTIPVanguard St Inflation-pro Recent Activity Decreased -18.9%	0.2%	$267,139 5,517 shares@ $48.43 avg price	Decreased -18.9%
DFIPDfa Tips Etf Recent Activity Decreased -14.51%	0.18%	$250,436 6,185 shares@ $40.5 avg price	Decreased -14.51%
DIHPDfa International High Pr Recent Activity Decreased -59.47%	0.03%	$39,107 1,550 shares@ $25.24 avg price	Decreased -59.47%
DFLVDfa Us Large Cap Value Et Recent Activity Decreased -1.61%	0.02%	$18,318 610 shares@ $30.03 avg price	Decreased -1.61%