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
$316M
AUM Growth
-$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1 +$8.64M
2 +$2.29M
3 +$2.23M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.21M
5
SHOP icon
Shopify
SHOP
+$2M

Top Sells

1 +$5.63M
2 +$4.38M
3 +$2.84M
4
EXR icon
Extra Space Storage
EXR
+$2.55M
5
AMZN icon
Amazon
AMZN
+$900K

Sector Composition

1 Technology 38.2%
2 Consumer Discretionary 23.23%
3 Communication Services 16.11%
4 Healthcare 4.4%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$422K 0.13%
1,184
-81
52
$405K 0.13%
2,573
-27,846
53
$404K 0.13%
1,325
-87
54
$402K 0.13%
2,843
-218
55
$368K 0.12%
1,249
+31
56
$365K 0.12%
591
57
$361K 0.11%
1,612
-128
58
$358K 0.11%
1,476
-69
59
$353K 0.11%
968
-116
60
$334K 0.11%
10,395
-804
61
$325K 0.1%
3,681
-476
62
$322K 0.1%
5,178
-500
63
$317K 0.1%
4,305
-1,111
64
$314K 0.1%
1,115
-82
65
$312K 0.1%
2,040
66
$310K 0.1%
+2,323
67
$302K 0.1%
3,068
+213
68
$299K 0.09%
4,265
-167
69
$283K 0.09%
1,237
-117
70
$279K 0.09%
1,284
-98
71
$278K 0.09%
4,199
-307
72
$268K 0.08%
5,016
+198
73
$266K 0.08%
1,120
-94
74
$264K 0.08%
+4,726
75
$244K 0.08%
3,814
-4,920