LAM
Lifestyle Asset Management Portfolio holdings
AUM
$214M
This Quarter Return
+9.96%
1 Year Return
+15.22%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(-5.9%)
Cap. Flow
-$22.7M
Cap. Flow
% of AUM
-13.41%
Top 10 Holdings %
Top 10 Hldgs %
60.54%
Holding
119
New
22
Increased
12
Reduced
66
Closed
15
Top Buys
| 1 |
FT Vest US Equity Deep Buffer ETF March
DMAR
|
$28.4M |
| 2 |
Avantis US Large Cap Value ETF
AVLV
|
$10.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$4.09M |
| 4 |
Toll Brothers
TOL
|
$1.4M |
| 5 |
NVIDIA
NVDA
|
$1.29M |
Top Sells
Sector Composition
| 1 | Technology | 8.33% |
| 2 | Financials | 4.12% |
| 3 | Energy | 4.12% |
| 4 | Healthcare | 4.07% |
| 5 | Consumer Discretionary | 3.7% |
