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JONATHAN CHATFIELD

@Lm Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$491.967MTotal holdings171
Assets growth rate-99.2%Assets growth rate (2-Q avg)4807.48%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lm Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 171 positions.

Assets under management

The assets under management (AUM) of Lm Advisors Llc 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 - Q3, they manage 491.967M in assets, with a quarterly growth rate of -99.2% and a 2-quarter average growth rate of 4807.48%. The portfolio is managed by JONATHAN CHATFIELD, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLESelect Sector Spdr Tr Energy
Recent Activity
New Position
0.05%
$223,000
2,544 shares@ $87.66 avg price
DLYDoubleline Yield Opportuniti Com
Recent Activity
New Position
0.05%
$208,000
12,517 shares@ $16.62 avg price
STTState Str Corp Com
Recent Activity
New Position
0.05%
$206,000
2,330 shares@ $88.42 avg price
STWDStarwood Ppty Tr Inc Com
Recent Activity
New Position
0.05%
$204,000
9,987 shares@ $20.43 avg price