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
$330M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$12.7M
4
DVN icon
Devon Energy
DVN
+$12.6M
5
JPM icon
JPMorgan Chase
JPM
+$11.2M

Top Sells

1
+$15.4M
2
+$13.8M
3
+$12.5M
4
COST icon
Costco
COST
+$11.1M
5
SLB icon
SLB Limited
SLB
+$10.6M

Sector Composition

1 Energy 37%
2 Financials 16.11%
3 Consumer Discretionary 10.64%
4 Materials 7.06%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.17%
3,933
+284
52
$566K 0.17%
3,381
+191
53
$564K 0.17%
9,585
+4,842
54
$543K 0.16%
4,935
-1,051
55
$534K 0.16%
2,669
-5
56
$529K 0.16%
+17,521
57
$507K 0.15%
13,496
+614
58
$506K 0.15%
2,314
-7
59
$484K 0.15%
2,860
+240
60
$477K 0.14%
+1,111
61
$461K 0.14%
1,170
+181
62
$451K 0.14%
1,614
+47
63
$448K 0.14%
2,976
+122
64
$419K 0.13%
+3,789
65
$408K 0.12%
1,203
+59
66
$398K 0.12%
1,650
+35
67
$382K 0.12%
4,388
+118
68
$371K 0.11%
4,939
+819
69
$367K 0.11%
6,893
+3,081
70
$352K 0.11%
5,678
+500
71
$340K 0.1%
2,040
72
$330K 0.1%
+2,853
73
$321K 0.1%
+2,710
74
$321K 0.1%
1,299
+66
75
$317K 0.1%
1,162
+106
1 2
3
4 5