LAM

LifePro Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 25.52%
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.38M
3
+$3.07M
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$2.89M
5
COIN icon
Coinbase
COIN
+$2.49M

Top Sells

1
+$5.86M
2
+$3.65M
3
+$3.63M
4
PTON icon
Peloton Interactive
PTON
+$3.45M
5
JD icon
JD.com
JD
+$3.31M

Sector Composition

1 Technology 17.42%
2 Financials 11.43%
3 Real Estate 8.2%
4 Communication Services 3.56%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKLN icon
1
Invesco Senior Loan ETF
BKLN
$6.73B
$7.7M 4.71%
366,488
+21,904
LONZ icon
2
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$648M
$4.66M 2.85%
91,042
+5,630
MSFT icon
3
Microsoft
MSFT
$3.82T
$4.42M 2.71%
10,269
+8,819
AGNC icon
4
AGNC Investment
AGNC
$10.5B
$4.17M 2.55%
398,383
+20,367
DFSD icon
5
Dimensional Short-Duration Fixed Income ETF
DFSD
$5.28B
$3.83M 2.34%
80,175
+14,573
DFCF icon
6
Dimensional Core Fixed Income ETF
DFCF
$8.15B
$3.58M 2.19%
82,923
+11,352
XCCC icon
7
BondBloxx CCC-Rated USD High Yield Corporate Bond ETF
XCCC
$230M
$3.53M 2.16%
88,738
+29,359
IBIT icon
8
iShares Bitcoin Trust
IBIT
$81.5B
$3.38M 2.07%
+93,589
PGHY icon
9
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$185M
$3.37M 2.07%
166,800
+7,803
DFAC icon
10
Dimensional US Core Equity 2 ETF
DFAC
$37.9B
$3.23M 1.98%
94,276
-8,429
DFSU icon
11
Dimensional US Sustainability Core 1 ETF
DFSU
$1.69B
$3.23M 1.98%
86,807
+34,083
DFGX icon
12
Dimensional Global ex US Core Fixed Income ETF
DFGX
$1.13B
$3.18M 1.95%
58,833
+9,423
SHOP icon
13
Shopify
SHOP
$205B
$3.07M 1.88%
+38,316
ETH
14
Grayscale Ethereum Mini Trust ETF
ETH
$2.72B
$2.89M 1.77%
+118,497
ARR
15
Armour Residential REIT
ARR
$1.76B
$2.89M 1.77%
141,426
+36,439
TWO
16
Two Harbors Investment
TWO
$1B
$2.8M 1.71%
201,792
+47,689
NLY icon
17
Annaly Capital Management
NLY
$13.4B
$2.8M 1.71%
139,479
+7,322
KHYB icon
18
KraneShares Asia Pacific High Income Bond ETF
KHYB
$24.6M
$2.52M 1.54%
100,535
+8,779
COIN icon
19
Coinbase
COIN
$86.3B
$2.49M 1.53%
+13,995
SOFI icon
20
SoFi Technologies
SOFI
$31.8B
$2.45M 1.5%
+311,749
RDDT icon
21
Reddit
RDDT
$36.5B
$2.39M 1.46%
+36,234
BIL icon
22
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$2.35M 1.44%
25,624
-7,190
MU icon
23
Micron Technology
MU
$227B
$2.33M 1.43%
+22,499
MO icon
24
Altria Group
MO
$109B
$2.3M 1.41%
45,118
-3,404
MARA icon
25
Marathon Digital Holdings
MARA
$7.25B
$2.25M 1.38%
+138,700
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