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
$195M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.95M
3
+$3.82M
4
ZM icon
Zoom
ZM
+$3.79M
5
OKTA icon
Okta
OKTA
+$2.24M

Top Sells

1
+$2.75M
2
+$353K
3
+$45K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.84K

Sector Composition

1 Technology 52.17%
2 Communication Services 14.32%
3 Consumer Discretionary 12.97%
4 Healthcare 3.93%
5 Real Estate 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$668K 0.34%
27,211
27
$662K 0.34%
12,788
+2,504
28
$636K 0.33%
26,416
-1,807
29
– –
-10,335
30
– –
-14,243
1
2