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
$137M
AUM Growth
-$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$5.09M
3 +$4.66M
4
SLB icon
SLB Limited
SLB
+$4.62M
5
FCX icon
Freeport-McMoran
FCX
+$4.09M

Sector Composition

1 Materials 26.92%
2 Energy 17.26%
3 Consumer Discretionary 6.34%
4 Technology 5.78%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.8M 1.32%
+257,938
27
$1.68M 1.22%
9,333
-311
28
$1.37M 1%
+195,295
29
$1.24M 0.91%
44,808
-11,374
30
$1.21M 0.89%
10,988
-663
31
$1.07M 0.78%
42,417
+11,196
32
$1M 0.73%
4,406
-79,572
33
$947K 0.69%
8,748
-813
34
$923K 0.67%
9,609
+16
35
$850K 0.62%
9,714
-91,454
36
$824K 0.6%
6,344
+128
37
$814K 0.6%
18,541
+1,735
38
$814K 0.6%
7,336
-619
39
$810K 0.59%
26,538
-4
40
$747K 0.55%
2,041
-218
41
$735K 0.54%
2,789
-1,038
42
$733K 0.54%
4,147
+54
43
$716K 0.52%
+7,823
44
$712K 0.52%
1,342
+101
45
$669K 0.49%
13,052
-847
46
$661K 0.48%
12,126
+3,531
47
$650K 0.48%
8,908
+3,126
48
$641K 0.47%
2,683
+14
49
$623K 0.46%
1,536
-76,618
50
$615K 0.45%
13,988
-37