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
$139M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$3.63M
3
+$3.45M
4
ENPH icon
Enphase Energy
ENPH
+$3.32M
5
GRAB icon
Grab
GRAB
+$2.89M

Top Sells

1
+$5.43M
2
+$4.9M
3
+$4.3M
4
AAP icon
Advance Auto Parts
AAP
+$3.81M
5
OVV icon
Ovintiv
OVV
+$3.78M

Sector Composition

1 Consumer Discretionary 15.01%
2 Real Estate 10.2%
3 Technology 9.14%
4 Financials 4.06%
5 Communication Services 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGCB icon
26
Dimensional Global Credit ETF
DGCB
$722M
$1.91M 1.37%
36,271
+3,993
DFSU icon
27
Dimensional US Sustainability Core 1 ETF
DFSU
$1.69B
$1.84M 1.32%
52,724
+2,643
AAPL icon
28
Apple
AAPL
$3.74T
$1.59M 1.14%
7,561
-2,354
VTV icon
29
Vanguard Value ETF
VTV
$147B
$1.57M 1.12%
9,776
-5,667
XOM icon
30
Exxon Mobil
XOM
$479B
$1.51M 1.08%
13,136
-2,504
SRLN icon
31
SPDR Blackstone Senior Loan ETF
SRLN
$6.87B
$1.49M 1.07%
35,553
-393
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.1B
$1.46M 1.05%
18,959
-10,735
ZECP icon
33
Zacks Earnings Consistent Portfolio ETF
ZECP
$254M
$1.46M 1.04%
50,485
+3,367
CVX icon
34
Chevron
CVX
$308B
$1.42M 1.02%
9,061
-214
LLY icon
35
Eli Lilly
LLY
$720B
$1.4M 1.01%
1,549
-70
MUB icon
36
iShares National Muni Bond ETF
MUB
$40.3B
$1.32M 0.95%
12,376
-9,881
BAC icon
37
Bank of America
BAC
$376B
$1.31M 0.94%
33,038
-6,012
JPM icon
38
JPMorgan Chase
JPM
$810B
$1.27M 0.91%
6,287
-168
VUG icon
39
Vanguard Growth ETF
VUG
$195B
$1.19M 0.86%
3,189
-93
AGG icon
40
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.15M 0.82%
11,821
+689
XLE icon
41
Energy Select Sector SPDR Fund
XLE
$25.8B
$1.03M 0.74%
11,260
-573
SECT icon
42
Main Sector Rotation ETF
SECT
$2.32B
$990K 0.71%
19,371
+1,213
PDD icon
43
Pinduoduo
PDD
$182B
$904K 0.65%
6,800
+1,109
TLT icon
44
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$826K 0.59%
8,999
-4,878
GS icon
45
Goldman Sachs
GS
$232B
$783K 0.56%
1,732
-84
CNQ icon
46
Canadian Natural Resources
CNQ
$62.7B
$774K 0.55%
21,739
-120,769
NVDA icon
47
NVIDIA
NVDA
$4.46T
$771K 0.55%
6,244
-2,316
CFG icon
48
Citizens Financial Group
CFG
$21.3B
$725K 0.52%
20,109
-12,174
FCX icon
49
Freeport-McMoran
FCX
$59.1B
$722K 0.52%
+14,859
AMZN icon
50
Amazon
AMZN
$2.27T
$719K 0.52%
3,719
-232
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