LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
+1.65%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$330M
AUM Growth
+$330M
(-2.4%)
Cap. Flow
-$82.4M
Cap. Flow
% of AUM
-25%
Top 10 Holdings %
Top 10 Hldgs %
43.56%
Holding
115
New
31
Increased
36
Reduced
25
Closed
19
Top Buys
| 1 |
Ford
F
|
$14.5M |
| 2 |
Diamondback Energy
FANG
|
$13.7M |
| 3 |
Live Nation Entertainment
LYV
|
$12.7M |
| 4 |
Devon Energy
DVN
|
$12.6M |
| 5 |
JPMorgan Chase
JPM
|
$11.2M |
Top Sells
| 1 |
GE Aerospace
GE
|
$77.1M |
| 2 |
Freeport-McMoran
FCX
|
$15.4M |
| 3 |
TSMC
TSM
|
$13.8M |
| 4 |
Banco Santander
SAN
|
$12.5M |
| 5 |
Costco
COST
|
$11.1M |
Sector Composition
| 1 | Energy | 37% |
| 2 | Financials | 16.11% |
| 3 | Consumer Discretionary | 10.64% |
| 4 | Materials | 7.06% |
| 5 | Communication Services | 4.12% |
