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
$174M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$28.7M
3
+$14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.67M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.25M

Top Sells

1
+$7.5M
2
+$6.56M
3
+$6.54M
4
BABA icon
Alibaba
BABA
+$6.51M
5
TSLA icon
Tesla
TSLA
+$6.06M

Sector Composition

1 Healthcare 7.19%
2 Technology 6.43%
3 Energy 6.38%
4 Materials 2.26%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$691K 0.4%
31,221
-5,274
27
$685K 0.39%
7,955
+258
28
$674K 0.39%
+14,500
29
$669K 0.38%
4,093
-685
30
$653K 0.38%
16,806
-272
31
$627K 0.36%
1,241
+467
32
$608K 0.35%
13,899
-368
33
$604K 0.35%
2,669
34
$557K 0.32%
14,025
-1,064
35
$554K 0.32%
39,558
36
$540K 0.31%
17,874
-1,943
37
$511K 0.29%
10,586
-923
38
$496K 0.29%
6,256
-94,605
39
$495K 0.28%
8,236
+2,242
40
$485K 0.28%
+6,478
41
$483K 0.28%
22,857
-617
42
$474K 0.27%
2,901
-248
43
$474K 0.27%
+3,918
44
$471K 0.27%
9,787
45
$462K 0.27%
4,088
-2,063
46
$462K 0.27%
5,689
-80,836
47
$442K 0.25%
6,661
48
$440K 0.25%
+8,595
49
$431K 0.25%
6,043
-61,851
50
$426K 0.24%
+5,782
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