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
$322M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.6M
3
+$6.47M
4
SHW icon
Sherwin-Williams
SHW
+$6.07M
5
PTON icon
Peloton Interactive
PTON
+$3.89M

Top Sells

1
+$7.28M
2
+$4.16M
3
+$668K
4
EXR icon
Extra Space Storage
EXR
+$572K
5
INTC icon
Intel
INTC
+$202K

Sector Composition

1 Technology 36.26%
2 Consumer Discretionary 22.29%
3 Communication Services 15.33%
4 Healthcare 5.46%
5 Materials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.82%
+16,220
27
$2.55M 0.79%
21,993
-4,940
28
$2.5M 0.78%
49,371
+7,194
29
$2.35M 0.73%
17,709
-479
30
$1.62M 0.5%
+7,288
31
$1.57M 0.49%
12,097
-806
32
$1.36M 0.42%
+12,452
33
$1.12M 0.35%
+6,956
34
$1.12M 0.35%
+5,104
35
$797K 0.25%
26,298
-118
36
$771K 0.24%
+9,592
37
$733K 0.23%
+19,042
38
$722K 0.22%
+4,589
39
$719K 0.22%
+5,658
40
$696K 0.22%
+4,922
41
$686K 0.21%
+1,820
42
$661K 0.21%
+6,181
43
$585K 0.18%
+3,231
44
$585K 0.18%
+3,566
45
$558K 0.17%
+11,610
46
$556K 0.17%
+36,672
47
$538K 0.17%
+2,763
48
$522K 0.16%
+2,508
49
$506K 0.16%
+3,427
50
$471K 0.15%
+2,673
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