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
$338M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12.6M
4
U icon
Unity
U
+$12.5M
5
COIN icon
Coinbase
COIN
+$12.2M

Top Sells

1
+$16.4M
2
+$15.3M
3
+$15.2M
4
CNQ icon
Canadian Natural Resources
CNQ
+$14.5M
5
C icon
Citigroup
C
+$14.3M

Sector Composition

1 Technology 26.7%
2 Consumer Discretionary 22.59%
3 Financials 15.11%
4 Communication Services 10.87%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.78M 2.01%
39,481
+623
27
$5.43M 1.61%
35,864
+31,359
28
$5.1M 1.51%
246,473
-701,005
29
$4M 1.18%
30,189
-360
30
$3.17M 0.94%
62,536
+104
31
$1.98M 0.59%
5,884
+1,090
32
$1.81M 0.54%
10,421
+6,567
33
$1.76M 0.52%
44,718
-1,796
34
$1.55M 0.46%
8,757
+190
35
$1.5M 0.44%
7,315
+47
36
$1.35M 0.4%
30,363
-318,898
37
$1.27M 0.38%
11,711
-3,907
38
$1.16M 0.34%
9,886
+3,658
39
$1.15M 0.34%
2,032
+192
40
$1.09M 0.32%
2,634
+314
41
$1.02M 0.3%
6,417
-67,110
42
$945K 0.28%
5,522
+951
43
$892K 0.26%
9,592
44
$831K 0.25%
30,831
+1,293
45
$831K 0.25%
13,586
+4,001
46
$794K 0.23%
9,065
+8
47
$758K 0.22%
3,139
+11
48
$745K 0.22%
39,558
49
$719K 0.21%
2,137
+934
50
$689K 0.2%
4,135
+202
1
2
3 4 5