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
$330M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$12.7M
4
DVN icon
Devon Energy
DVN
+$12.6M
5
JPM icon
JPMorgan Chase
JPM
+$11.2M

Top Sells

1
+$15.4M
2
+$13.8M
3
+$12.5M
4
COST icon
Costco
COST
+$11.1M
5
SLB icon
SLB Limited
SLB
+$10.6M

Sector Composition

1 Energy 37%
2 Financials 16.11%
3 Consumer Discretionary 10.64%
4 Materials 7.06%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.06M 1.23%
30,549
-359
27
$3.17M 0.96%
62,432
-564
28
$1.8M 0.55%
46,514
+3,397
29
$1.71M 0.52%
15,618
-2,753
30
$1.5M 0.45%
9,100
+1,560
31
$1.43M 0.43%
+4,505
32
$1.35M 0.41%
4,794
-415
33
$1.3M 0.4%
7,268
-38
34
$1.21M 0.37%
8,567
+399
35
$946K 0.29%
18,154
+554
36
$904K 0.27%
9,592
37
$827K 0.25%
1,840
-24,752
38
$817K 0.25%
+31,233
39
$810K 0.25%
9,057
+5,853
40
$762K 0.23%
2,320
+992
41
$738K 0.22%
4,571
+121
42
$731K 0.22%
+29,538
43
$695K 0.21%
3,128
+199
44
$685K 0.21%
39,558
45
$632K 0.19%
+6,228
46
$630K 0.19%
+9,618
47
$612K 0.19%
+12,603
48
$609K 0.18%
5,518
+230
49
$595K 0.18%
5,760
+2,173
50
$575K 0.17%
3,854
-135
1
2
3 4 5