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
$322M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.6M
3
+$6.47M
4
SHW icon
Sherwin-Williams
SHW
+$6.07M
5
PTON icon
Peloton Interactive
PTON
+$3.89M

Top Sells

1
+$7.28M
2
+$4.16M
3
+$668K
4
EXR icon
Extra Space Storage
EXR
+$572K
5
INTC icon
Intel
INTC
+$202K

Sector Composition

1 Technology 36.26%
2 Consumer Discretionary 22.29%
3 Communication Services 15.33%
4 Healthcare 5.46%
5 Materials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.14%
+3,968
52
$454K 0.14%
+3,061
53
$452K 0.14%
+1,265
54
$435K 0.14%
8,734
-4,054
55
$428K 0.13%
+4,610
56
$423K 0.13%
+5,416
57
$415K 0.13%
+7,155
58
$412K 0.13%
+2,102
59
$385K 0.12%
+9,138
60
$375K 0.12%
+1,412
61
$373K 0.12%
+1,740
62
$373K 0.12%
+1,084
63
$368K 0.11%
+3,110
64
$367K 0.11%
+10,454
65
$362K 0.11%
+1,545
66
$350K 0.11%
+2,389
67
$349K 0.11%
+5,678
68
$339K 0.11%
+11,199
69
$333K 0.1%
+1,218
70
$327K 0.1%
+1,197
71
$313K 0.1%
+2,040
72
$313K 0.1%
+4,157
73
$308K 0.1%
+4,506
74
$303K 0.09%
+1,354
75
$297K 0.09%
+1,263
1 2
3
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