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
$338M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12.6M
4
U icon
Unity
U
+$12.5M
5
COIN icon
Coinbase
COIN
+$12.2M

Top Sells

1
+$16.4M
2
+$15.3M
3
+$15.2M
4
CNQ icon
Canadian Natural Resources
CNQ
+$14.5M
5
C icon
Citigroup
C
+$14.3M

Sector Composition

1 Technology 26.7%
2 Consumer Discretionary 22.59%
3 Financials 15.11%
4 Communication Services 10.87%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$679K 0.2%
6,054
+294
52
$678K 0.2%
1,924
+310
53
$661K 0.2%
12,416
-187
54
$658K 0.19%
2,669
55
$635K 0.19%
3,800
-5,300
56
$627K 0.19%
3,568
+187
57
$617K 0.18%
20,613
-439,007
58
$615K 0.18%
8,557
-1,061
59
$593K 0.18%
1,249
+138
60
$586K 0.17%
+9,932
61
$580K 0.17%
18,103
+582
62
$571K 0.17%
3,687
+827
63
$568K 0.17%
3,268
+292
64
$567K 0.17%
2,116
+466
65
$552K 0.16%
+8,843
66
$544K 0.16%
1,246
+76
67
$527K 0.16%
+10,180
68
$521K 0.15%
2,344
+30
69
$520K 0.15%
+9,476
70
$516K 0.15%
+6,101
71
$505K 0.15%
+16,800
72
$501K 0.15%
6,539
+1,600
73
$500K 0.15%
5,628
-184,591
74
$478K 0.14%
+2,208
75
$466K 0.14%
+1,594
1 2
3
4 5