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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 $179,854,700
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 829,618 $30,280,393 16.83%
2.
First Tr Exchng Traded Fd Vi
 532,835 $17,237,212 9.58%
3.
American Centy Etf Tr
 165,413 $14,854,130 8.25%
4.
Spdr S & P 500 Etf Trust
 SPY 26,856 $12,764,807 7.09%
5.
Ishares Trust
 IEF 111,801 $11,096,283 6.16%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)