test

NELSON LAM

@Lam Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$140.229MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBNDSpdr Barclays Intl Corp B
Recent Activity
Decreased -68.48%
0.64%
$891,213
31,425 shares@ $28.36 avg price
VOEVanguard Mid Cap Value
Recent Activity
0.61%
$853,337
5,275 shares@ $161.78 avg price
BRK.BBerkshire Hathaway Cl B
Recent Activity
Decreased -1.06%
0.6%
$839,928
1,853 shares@ $453.29 avg price
MDYS&p Mid Cap Spdr
Recent Activity
0.57%
$797,412
1,400 shares@ $569.58 avg price
AVGEAvantis All Equity Global
Recent Activity
Increased 18.39%
0.56%
$785,180
10,850 shares@ $72.37 avg price
AVEMAvantis Emerging Markets
Recent Activity
Decreased -34.76%
0.56%
$783,377
13,325 shares@ $58.8 avg price
IWFIshares Tr Russell 1000
Recent Activity
0.56%
$773,042
1,925 shares@ $401.59 avg price
VWOVanguard Emerging Markets
Recent Activity
Decreased -0.03%
0.49%
$676,234
15,355 shares@ $44.04 avg price
GLDSpdr Gold Trust
Recent Activity
0.49%
$673,121
2,780 shares@ $242.13 avg price
AVSCAvantis Us Micro Cap Equi
Recent Activity
Increased 36.79%
0.47%
$656,941
12,085 shares@ $54.37 avg price