LAM

LifePro Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$8.55M
2 +$7.43M
3 +$7.06M
4
LULU icon
lululemon athletica
LULU
+$6.29M
5
MDB icon
MongoDB
MDB
+$5.98M

Top Sells

No sells this quarter

Sector Composition

1 Technology 48.08%
2 Consumer Discretionary 12.81%
3 Communication Services 10.82%
4 Financials 2.95%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$353K 0.3%
+10,335