LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
+5.97%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+17%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
11.43%
Top 10 Holdings %
Top 10 Hldgs %
25.64%
Holding
176
New
48
Increased
44
Reduced
42
Closed
29
Top Buys
| 1 |
Microsoft
MSFT
|
$3.79M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$3.38M |
| 3 |
Shopify
SHOP
|
$3.07M |
| 4 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
$2.89M |
| 5 |
Coinbase
COIN
|
$2.49M |
Top Sells
| 1 |
Alibaba
BABA
|
$5.86M |
| 2 |
Bilibili
BILI
|
$3.65M |
| 3 |
KE Holdings
BEKE
|
$3.63M |
| 4 |
Peloton Interactive
PTON
|
$3.45M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Dimensional Global Credit ETF
DGCB
$690M
| $2.23M | 1.36% |
40,611
+4,340
| +12% | +$238K |
|
27
Unity
U
$16.7B
| $2.17M | 1.33% |
+96,088
| New | +$2.17M |
|
28
Affirm
AFRM
$28.8B
| $2.08M | 1.27% |
+50,904
| New | +$2.08M |
|
29
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.21B
| $2.04M | 1.25% |
75,640
-15,607
| -17% | -$422K |
|
30
Core Scientific
CORZ
$4.38B
| $2.02M | 1.24% |
+170,278
| New | +$2.02M |
|
31
Upstart Holdings
UPST
$7.05B
| $2.01M | 1.23% |
+50,179
| New | +$2.01M |
|
32
Apple
AAPL
$3.45T
| $1.94M | 1.19% |
8,313
+752
| +10% | +$175K |
|
33
PayPal
PYPL
$67.1B
| $1.8M | 1.1% |
+23,029
| New | +$1.8M |
|
34
Zacks Earnings Consistent Portfolio ETF
ZECP
$246M
| $1.79M | 1.09% |
57,936
+7,451
| +15% | +$230K |
|
35
First Solar
FSLR
$20.9B
| $1.78M | 1.09% |
+7,143
| New | +$1.78M |
|
36
Roblox
RBLX
$86.4B
| $1.72M | 1.05% |
+38,773
| New | +$1.72M |
|
37
Super Micro Computer
SMCI
$24.7B
| $1.71M | 1.05% |
+4,108
| New | +$1.71M |
|
38
Robinhood
HOOD
$92.4B
| $1.68M | 1.03% |
+71,602
| New | +$1.68M |
|
39
Vanguard Value ETF
VTV
$144B
| $1.6M | 0.98% |
9,148
-628
| -6% | -$110K |
|
40
SPDR Blackstone Senior Loan ETF
SRLN
$7B
| $1.55M | 0.95% |
37,140
+1,587
| +4% | +$66.3K |
|
41
Enphase Energy
ENPH
$4.93B
| $1.49M | 0.91% |
13,158
-20,139
| -60% | -$2.28M |
|
42
Eli Lilly
LLY
$657B
| $1.39M | 0.85% |
1,565
+16
| +1% | +$14.2K |
|
43
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $1.36M | 0.83% |
16,884
-2,075
| -11% | -$167K |
|
44
Bank of America
BAC
$376B
| $1.27M | 0.78% |
31,910
-1,128
| -3% | -$44.8K |
|
45
Vanguard Growth ETF
VUG
$185B
| $1.22M | 0.74% |
3,168
-21
| -0.7% | -$8.06K |
|
46
Amazon
AMZN
$2.44T
| $1.21M | 0.74% |
6,484
+2,765
| +74% | +$515K |
|
47
Exxon Mobil
XOM
$487B
| $1.14M | 0.7% |
9,747
-3,389
| -26% | -$397K |
|
48
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.13M | 0.69% |
11,143
-678
| -6% | -$68.7K |
|
49
iShares National Muni Bond ETF
MUB
$38.6B
| $1.1M | 0.67% |
10,125
-2,251
| -18% | -$245K |
|
50
Uber
UBER
$196B
| $1.02M | 0.62% |
+13,546
| New | +$1.02M |
|