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
DGCB icon
26
Dimensional Global Credit ETF
DGCB
$722M
$2.23M 1.36%
40,611
+4,340
U icon
27
Unity
U
$14.9B
$2.17M 1.33%
+96,088
AFRM icon
28
Affirm
AFRM
$22.1B
$2.08M 1.27%
+50,904
DFAX icon
29
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.58B
$2.04M 1.25%
75,640
-15,607
CORZ icon
30
Core Scientific
CORZ
$5.84B
$2.02M 1.24%
+170,278
UPST icon
31
Upstart Holdings
UPST
$4.47B
$2.01M 1.23%
+50,179
AAPL icon
32
Apple
AAPL
$3.74T
$1.94M 1.19%
8,313
+752
PYPL icon
33
PayPal
PYPL
$64.4B
$1.8M 1.1%
+23,029
ZECP icon
34
Zacks Earnings Consistent Portfolio ETF
ZECP
$254M
$1.79M 1.09%
57,936
+7,451
FSLR icon
35
First Solar
FSLR
$24.9B
$1.78M 1.09%
+7,143
RBLX icon
36
Roblox
RBLX
$92.1B
$1.72M 1.05%
+38,773
SMCI icon
37
Super Micro Computer
SMCI
$31B
$1.71M 1.05%
+41,080
HOOD icon
38
Robinhood
HOOD
$115B
$1.68M 1.03%
+71,602
VTV icon
39
Vanguard Value ETF
VTV
$147B
$1.6M 0.98%
9,148
-628
SRLN icon
40
SPDR Blackstone Senior Loan ETF
SRLN
$6.87B
$1.55M 0.95%
37,140
+1,587
ENPH icon
41
Enphase Energy
ENPH
$4.78B
$1.49M 0.91%
13,158
-20,139
LLY icon
42
Eli Lilly
LLY
$720B
$1.39M 0.85%
1,565
+16
HYG icon
43
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$1.36M 0.83%
16,884
-2,075
BAC icon
44
Bank of America
BAC
$376B
$1.27M 0.78%
31,910
-1,128
VUG icon
45
Vanguard Growth ETF
VUG
$195B
$1.22M 0.74%
3,168
-21
AMZN icon
46
Amazon
AMZN
$2.27T
$1.21M 0.74%
6,484
+2,765
XOM icon
47
Exxon Mobil
XOM
$479B
$1.14M 0.7%
9,747
-3,389
AGG icon
48
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.13M 0.69%
11,143
-678
MUB icon
49
iShares National Muni Bond ETF
MUB
$40.3B
$1.1M 0.67%
10,125
-2,251
UBER icon
50
Uber
UBER
$192B
$1.02M 0.62%
+13,546
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