LAM

Lifestyle Asset Management Portfolio holdings

AUM $293M
1-Year Est. Return 19.51%
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.97M
2
+$4.62M
3
+$2.2M
4
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.76M
5
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$1.76M

Top Sells

1
+$7.83M
2
+$3.04M
3
+$1.47M
4
UMC icon
United Microelectronic
UMC
+$1.07M
5
VOD icon
Vodafone
VOD
+$1M

Sector Composition

1 Technology 7.1%
2 Energy 5.97%
3 Financials 4.22%
4 Healthcare 3.57%
5 Consumer Discretionary 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$780K 0.45%
4,860
-30
52
$745K 0.43%
+16,350
53
$737K 0.42%
14,621
-1,434
54
$725K 0.42%
44,677
-22,534
55
$607K 0.35%
12,027
-325
56
$516K 0.3%
1,154
+22
57
$433K 0.25%
+9,248
58
$391K 0.22%
+23,024
59
$387K 0.22%
4,416
+652
60
$352K 0.2%
2,036
-107
61
$350K 0.2%
1,662
+323
62
$347K 0.2%
2,433
+390
63
$338K 0.19%
2,314
+255
64
$337K 0.19%
1,107
+97
65
$335K 0.19%
+2,358
66
$332K 0.19%
5,066
+530
67
$329K 0.19%
5,250
+400
68
$329K 0.19%
4,010
+450
69
$327K 0.19%
1,691
+324
70
$319K 0.18%
927
-56
71
$312K 0.18%
3,434
+420
72
$310K 0.18%
10,112
+1,220
73
$306K 0.18%
+4,530
74
$304K 0.17%
548
+120
75
$297K 0.17%
5,198
+846
1 2
3
4 5