LAM

Lifestyle Asset Management Portfolio holdings

AUM $307M
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
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
+$8.62M
2
+$4.67M
3
+$2.08M
4
VFLO icon
VictoryShares Free Cash Flow ETF
VFLO
+$1.78M
5
AVLV icon
Avantis US Large Cap Value ETF
AVLV
+$1.75M

Top Sells

1
+$7.62M
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
101
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102
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103
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104
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105
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106
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107
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-1,197
108
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-10,243
109
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-28,548
110
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-2,424
111
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-132,787
112
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113
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-926
114
– –
-112,794
115
– –
-1,209
1 2 3 4
5