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
$163M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.38M
3
+$3.07M
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$2.89M
5
COIN icon
Coinbase
COIN
+$2.49M

Top Sells

1
+$5.86M
2
+$3.65M
3
+$3.63M
4
PTON icon
Peloton Interactive
PTON
+$3.45M
5
JD icon
JD.com
JD
+$3.31M

Sector Composition

1 Technology 17.42%
2 Financials 11.43%
3 Real Estate 8.2%
4 Communication Services 3.56%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SECT icon
51
Main Sector Rotation ETF
SECT
$2.32B
$1.02M 0.62%
18,877
-494
JPM icon
52
JPMorgan Chase
JPM
$810B
$1.01M 0.62%
4,799
-1,488
HD icon
53
Home Depot
HD
$390B
$911K 0.56%
2,248
+1,109
XLE icon
54
Energy Select Sector SPDR Fund
XLE
$25.8B
$872K 0.53%
9,937
-1,323
SBUX icon
55
Starbucks
SBUX
$97B
$853K 0.52%
+8,746
PFE icon
56
Pfizer
PFE
$139B
$848K 0.52%
+29,291
ORCL icon
57
Oracle
ORCL
$830B
$845K 0.52%
4,957
+412
GS icon
58
Goldman Sachs
GS
$232B
$798K 0.49%
1,612
-120
CFG icon
59
Citizens Financial Group
CFG
$21.3B
$792K 0.48%
19,280
-829
CAT icon
60
Caterpillar
CAT
$247B
$774K 0.47%
+1,978
FCX icon
61
Freeport-McMoran
FCX
$59.1B
$761K 0.47%
15,236
+377
ADP icon
62
Automatic Data Processing
ADP
$114B
$757K 0.46%
2,734
+4
SYF icon
63
Synchrony
SYF
$25.8B
$753K 0.46%
15,090
+380
VYM icon
64
Vanguard High Dividend Yield ETF
VYM
$64.9B
$735K 0.45%
5,730
+145
TLT icon
65
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
$733K 0.45%
7,472
-1,527
SMIZ icon
66
Zacks Small/Mid Cap ETF
SMIZ
$148M
$723K 0.44%
21,835
+3,581
UNH icon
67
UnitedHealth
UNH
$323B
$706K 0.43%
1,207
+276
NVDA icon
68
NVIDIA
NVDA
$4.46T
$693K 0.42%
5,710
-534
DFSI icon
69
Dimensional International Sustainability Core 1 ETF
DFSI
$828M
$657K 0.4%
18,382
+7,063
PFN
70
PIMCO Income Strategy Fund II
PFN
$703M
$613K 0.38%
80,427
PEP icon
71
PepsiCo
PEP
$210B
$596K 0.36%
3,505
-40
KWEB icon
72
KraneShares CSI China Internet ETF
KWEB
$9.07B
$584K 0.36%
17,175
-356
CSCO icon
73
Cisco
CSCO
$277B
$539K 0.33%
+10,119
VOO icon
74
Vanguard S&P 500 ETF
VOO
$757B
$531K 0.33%
1,007
-29
IRM icon
75
Iron Mountain
IRM
$30.9B
$530K 0.32%
4,458
+3
1 2
3
4 5