Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $292,855,903
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 55,893 $37,235,054 12.71%
2.
Spdr Series Trust
 456,873 $14,752,435 5.04%
3.
First Tr Exchange-Traded Fd - SMID RISNG ETF
 359,753 $13,677,644 4.67%
4.
Ishares Trust
 IEF 120,868 $12,117,067 4.14%
5.
Spdr Series Trust
 125,473 $11,355,307 3.88%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.