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Home > Institutional Investor > Lifestyle Asset Management, Inc. > Profile

Instuitional Investor - Lifestyle Asset Management, Inc.

Fund Profile
Filing Period:
Fund Name: Lifestyle Asset Management, Inc.
Portfolio Value $183,542,593
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 53,853 $31,562,114 17.19%
2.
First Tr Exchng Traded Fd Vi
 558,871 $17,028,804 9.27%
3.
American Centy Etf Tr
 132,625 $12,802,330 6.97%
4.
American Centy Etf Tr
 159,860 $10,673,822 5.81%
5.
Ishares Trust
 IEF 81,581 $7,905,177 4.3%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)