LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
+54.89%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.26%
Holding
26
New
26
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Zoom
ZM
|
$12.1M |
| 2 |
Okta
OKTA
|
$8.76M |
| 3 |
Trade Desk
TTD
|
$7.82M |
| 4 |
lululemon athletica
LULU
|
$7.67M |
| 5 |
MongoDB
MDB
|
$7.3M |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Southwest Airlines
LUV
$17.3B
| $353K | 0.3% |
+10,335
| New | +$353K |
|