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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
QLTYGmo Us Quality Etf
Recent Activity
Decreased -6.24%
0.47%
$655,225
20,495 shares@ $31.97 avg price
IJHIshares Tr S&p Midcap
Recent Activity
0.42%
$576,368
9,250 shares@ $62.32 avg price
AVDVAvantis International Sma
Recent Activity
Decreased -44.26%
0.41%
$564,894
8,680 shares@ $65.08 avg price
SCZIshares Msci Internationa
Recent Activity
0.4%
$556,166
9,155 shares@ $60.75 avg price
AVESAvantis Emerging Markets
Recent Activity
Decreased -30.36%
0.4%
$555,093
12,015 shares@ $46.2 avg price
VNQVanguard Reit Index Etf
Recent Activity
Increased 2.99%
0.39%
$537,152
6,030 shares@ $89.08 avg price
METAMeta Platforms Inc Class
Recent Activity
Increased 16.13%
0.38%
$526,959
900 shares@ $585.51 avg price
DFAUDfa Us Core Etf
Recent Activity
Increased 0.2%
0.37%
$507,745
12,540 shares@ $40.5 avg price
AVLVAvantis Us Large Cap Valu
Recent Activity
Increased 20.05%
0.36%
$497,770
7,455 shares@ $66.77 avg price
AMZNAmazon Com Inc
Recent Activity
0.34%
$469,495
2,140 shares@ $219.4 avg price