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
$138M
AUM Growth
+$943K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$281K
3
+$14.4K
4
VUG icon
Vanguard Growth ETF
VUG
+$8.74K
5
UNH icon
UnitedHealth
UNH
+$6.36K

Top Sells

1
+$426K
2
+$311K

Sector Composition

1 Materials 26.94%
2 Energy 17.14%
3 Consumer Discretionary 6.31%
4 Technology 5.74%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.31%
257,938
27
$1.68M 1.22%
9,333
28
$1.37M 0.99%
195,295
29
$1.24M 0.9%
44,808
30
$1.21M 0.88%
10,988
31
$1.07M 0.78%
42,417
32
$1M 0.73%
4,406
33
$947K 0.69%
8,748
34
$923K 0.67%
9,609
35
$914K 0.66%
+23,562
36
$850K 0.62%
9,714
37
$824K 0.6%
6,344
38
$814K 0.59%
18,541
39
$814K 0.59%
7,336
40
$810K 0.59%
26,538
41
$747K 0.54%
2,041
42
$735K 0.53%
2,789
43
$733K 0.53%
4,147
44
$718K 0.52%
1,354
+12
45
$716K 0.52%
7,823
46
$669K 0.49%
13,052
47
$661K 0.48%
12,126
48
$650K 0.47%
8,908
49
$641K 0.47%
2,683
50
$623K 0.45%
1,536
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