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
$279M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.93M
3
+$8.35M
4
AMD icon
Advanced Micro Devices
AMD
+$8.17M
5
NOW icon
ServiceNow
NOW
+$8.15M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.2M
4
ETSY icon
Etsy
ETSY
+$10.5M
5
SOFI icon
SoFi Technologies
SOFI
+$10.2M

Sector Composition

1 Technology 40%
2 Consumer Discretionary 15.71%
3 Communication Services 9.12%
4 Financials 6.74%
5 Energy 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.99%
131,946
-124,113
27
$4.84M 1.74%
14,846
-4,132
28
$4.1M 1.47%
+18,072
29
$3.58M 1.28%
29,577
-612
30
$3.12M 1.12%
61,846
-690
31
$2.83M 1.02%
27,643
+15,932
32
$2.46M 0.88%
67,623
+22,905
33
$1.78M 0.64%
10,929
+1,043
34
$1.7M 0.61%
10,716
+295
35
$1.68M 0.6%
55,306
-191,167
36
$1.64M 0.59%
5,325
-559
37
$1.39M 0.5%
7,493
+178
38
$1.32M 0.47%
7,540
-1,217
39
$1.28M 0.46%
2,215
+183
40
$1.25M 0.45%
30,201
-162
41
$980K 0.35%
8,732
+2,678
42
$945K 0.34%
11,446
-2,140
43
$940K 0.34%
9,592
44
$935K 0.34%
35,550
+4,719
45
$887K 0.32%
5,440
+1,640
46
$884K 0.32%
2,953
+319
47
$854K 0.31%
4,817
-705
48
$849K 0.3%
17,329
+7,149
49
$778K 0.28%
7,959
+4,517
50
$775K 0.28%
18,766
-1,847
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