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
$316M
AUM Growth
-$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$8.64M
2 +$2.29M
3 +$2.23M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.21M
5
SHOP icon
Shopify
SHOP
+$2M

Top Sells

1 +$5.63M
2 +$4.38M
3 +$2.84M
4
EXR icon
Extra Space Storage
EXR
+$2.55M
5
AMZN icon
Amazon
AMZN
+$900K

Sector Composition

1 Technology 38.2%
2 Consumer Discretionary 23.23%
3 Communication Services 16.11%
4 Healthcare 4.4%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.66M 0.53%
12,519
+422
27
$1.63M 0.52%
14,971
+2,519
28
$1.61M 0.51%
10,400
-5,820
29
$1.26M 0.4%
5,345
-1,943
30
$1.21M 0.38%
7,205
+249
31
$988K 0.31%
25,722
+6,680
32
$953K 0.3%
4,499
-605
33
$950K 0.3%
24,548
-1,750
34
$865K 0.27%
9,592
35
$746K 0.24%
4,903
-755
36
$730K 0.23%
4,444
-145
37
$638K 0.2%
39,606
+2,934
38
$625K 0.2%
3,306
-260
39
$617K 0.2%
1,750
-70
40
$612K 0.19%
2,961
+198
41
$576K 0.18%
5,272
-909
42
$518K 0.16%
4,759
+791
43
$504K 0.16%
2,673
44
$494K 0.16%
3,186
-241
45
$486K 0.15%
2,201
+99
46
$484K 0.15%
3,639
-1,283
47
$483K 0.15%
2,189
-319
48
$481K 0.15%
2,607
-624
49
$467K 0.15%
1,899
-22,893
50
$461K 0.15%
10,176
-1,434