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
$214M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$6.44M
2 +$2.33M
3 +$1.82M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.58M
5
FIX icon
Comfort Systems
FIX
+$1.58M

Top Sells

1 +$5.85M
2 +$2.35M
3 +$2.05M
4
BJ icon
BJs Wholesale Club
BJ
+$1.35M
5
JBL icon
Jabil
JBL
+$1.14M

Sector Composition

1 Technology 9.56%
2 Communication Services 4.45%
3 Financials 4.34%
4 Energy 4%
5 Healthcare 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HCMT icon
76
Direxion HCM Tactical Enhanced US ETF
HCMT
$582M
$414K 0.19%
12,699
+193
LPLA icon
77
LPL Financial
LPLA
$29.9B
$406K 0.19%
1,082
+101
ANET icon
78
Arista Networks
ANET
$159B
$405K 0.19%
3,955
+249
TTD icon
79
Trade Desk
TTD
$17.5B
$389K 0.18%
5,409
+747
DOCS icon
80
Doximity
DOCS
$8.41B
$387K 0.18%
6,312
+293
HODL icon
81
VanEck Bitcoin Trust
HODL
$1.58B
$386K 0.18%
12,680
BND icon
82
Vanguard Total Bond Market
BND
$144B
$386K 0.18%
+5,244
IEF icon
83
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$377K 0.18%
+3,940
CAMT icon
84
Camtek
CAMT
$5B
$368K 0.17%
+4,351
HD icon
85
Home Depot
HD
$355B
$363K 0.17%
991
-26
CMG icon
86
Chipotle Mexican Grill
CMG
$47.5B
$363K 0.17%
6,463
+313
COP icon
87
ConocoPhillips
COP
$117B
$359K 0.17%
4,004
+1,712
GTLS icon
88
Chart Industries
GTLS
$9.26B
$355K 0.17%
2,155
+138
HURN icon
89
Huron Consulting
HURN
$3.08B
$354K 0.17%
+2,571
WMT icon
90
Walmart Inc. Common Stock
WMT
$931B
$350K 0.16%
3,584
+636
AHR icon
91
American Healthcare REIT
AHR
$8.41B
$348K 0.16%
9,482
AJG icon
92
Arthur J. Gallagher & Co
AJG
$65.8B
$344K 0.16%
1,073
+47
JMUB icon
93
JPMorgan Municipal ETF
JMUB
$6.34B
$343K 0.16%
6,905
+151
APH icon
94
Amphenol
APH
$159B
$337K 0.16%
+3,416
TSM icon
95
TSMC
TSM
$1.49T
$334K 0.16%
+1,473
SDIV icon
96
Global X SuperDividend ETF
SDIV
$1.07B
$324K 0.15%
+14,372
JPM icon
97
JPMorgan Chase
JPM
$871B
$324K 0.15%
1,117
+100
NVO icon
98
Novo Nordisk
NVO
$224B
$323K 0.15%
4,674
+1,778
C icon
99
Citigroup
C
$202B
$322K 0.15%
3,778
+198
ADP icon
100
Automatic Data Processing
ADP
$107B
$311K 0.15%
+1,007