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
101
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-784
102
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-4,258
103
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-6,355
104
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-3,293
105
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-720
106
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-2,172
107
– –
-1,209
108
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-1,197
109
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-10,243
110
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-28,548
111
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-2,424
112
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-132,787
113
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-413
114
– –
-926
115
– –
-112,794
1 2 3 4
5