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
$279M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.93M
3
+$8.35M
4
AMD icon
Advanced Micro Devices
AMD
+$8.17M
5
NOW icon
ServiceNow
NOW
+$8.15M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.2M
4
ETSY icon
Etsy
ETSY
+$10.5M
5
SOFI icon
SoFi Technologies
SOFI
+$10.2M

Sector Composition

1 Technology 40%
2 Consumer Discretionary 15.71%
3 Communication Services 9.12%
4 Financials 6.74%
5 Energy 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$736K 0.26%
+2,349
52
$731K 0.26%
6,130
+502
53
$729K 0.26%
43,126
-549,886
54
$727K 0.26%
14,572
+2,156
55
$704K 0.25%
39,558
56
$674K 0.24%
10,363
+1,806
57
$672K 0.24%
8,788
+2,392
58
$659K 0.24%
1,460
+211
59
$652K 0.23%
+3,224
60
$650K 0.23%
3,938
+370
61
$645K 0.23%
4,705
+1,018
62
$632K 0.23%
22,083
+3,980
63
$629K 0.23%
4,671
+536
64
$607K 0.22%
2,669
65
$606K 0.22%
4,445
-1,972
66
$601K 0.22%
11,605
+1,673
67
$583K 0.21%
2,358
+242
68
$582K 0.21%
2,626
+418
69
$556K 0.2%
2,227
+303
70
$534K 0.19%
3,191
-77
71
$521K 0.19%
6,661
+560
72
$513K 0.18%
1,235
-11
73
$508K 0.18%
8,843
74
$488K 0.18%
9,476
75
$484K 0.17%
1,928
+334
1 2
3
4 5