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
$151M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.88M
3
+$3.81M
4
OVV icon
Ovintiv
OVV
+$3.78M
5
CPNG icon
Coupang
CPNG
+$3.45M

Top Sells

1
+$3.81M
2
+$3.71M
3
+$3.6M
4
KEY icon
KeyCorp
KEY
+$3.38M
5
SLB icon
SLB Limited
SLB
+$3.26M

Sector Composition

1 Energy 19.26%
2 Consumer Discretionary 11.5%
3 Financials 6.67%
4 Real Estate 3.96%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.48%
+42,249
27
$2.11M 1.39%
+80,528
28
$1.82M 1.2%
15,640
+1,617
29
$1.72M 1.14%
50,081
+42,774
30
$1.71M 1.13%
+32,278
31
$1.7M 1.12%
9,915
-28
32
$1.56M 1.03%
37,099
+4,933
33
$1.51M 1%
35,946
+5,196
34
$1.48M 0.98%
39,050
-1,817
35
$1.46M 0.97%
9,275
+199
36
$1.32M 0.87%
47,118
-1,588
37
$1.31M 0.87%
13,877
-2,160
38
$1.29M 0.85%
6,455
+295
39
$1.26M 0.83%
1,619
+252
40
$1.24M 0.82%
63,077
+6,863
41
$1.17M 0.77%
32,283
-88,430
42
$1.13M 0.75%
3,282
-1,967
43
$1.12M 0.74%
11,833
+374
44
$1.1M 0.72%
69,351
-213,627
45
$1.09M 0.72%
11,132
+1,243
46
$956K 0.63%
17,446
-59,545
47
$915K 0.6%
18,158
-1,797
48
$857K 0.57%
17,086
+1,136
49
$774K 0.51%
8,560
+970
50
$759K 0.5%
1,816
-17
1
2
3 4 5