LAM

Lifestyle Asset Management Portfolio holdings

AUM $306M
1-Year Est. Return 24.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$8.71M
2 +$6.21M
3 +$1.47M
4
OC icon
Owens Corning
OC
+$1.21M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.14M

Sector Composition

1 Technology 8.3%
2 Energy 5.73%
3 Financials 5.04%
4 Healthcare 2.81%
5 Consumer Discretionary 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-21,482