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
$193M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$6.54M
3 +$5.84M
4
RBLX icon
Roblox
RBLX
+$5.16M
5
MOHR
Mohr Growth ETF
MOHR
+$5.05M

Top Sells

1 +$10.9M
2 +$10.4M
3 +$10.2M
4
COIN icon
Coinbase
COIN
+$8.9M
5
TTD icon
Trade Desk
TTD
+$8.41M

Sector Composition

1 Technology 29.14%
2 Consumer Discretionary 17.71%
3 Communication Services 6.37%
4 Real Estate 3.17%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$699K 0.36%
17,078
-251
52
$688K 0.36%
6,226
+96
53
$653K 0.34%
6,151
+711
54
$634K 0.33%
15,089
+517
55
$617K 0.32%
19,817
-10,384
56
$608K 0.31%
8,496
-292
57
$602K 0.31%
16,822
-1,944
58
$583K 0.3%
39,558
59
$576K 0.3%
11,509
+1,146
60
$561K 0.29%
2,669
61
$560K 0.29%
23,474
+1,391
62
$560K 0.29%
3,204
-20
63
$546K 0.28%
2,771
+145
64
$532K 0.28%
2,083
+155
65
$525K 0.27%
3,149
-42
66
$514K 0.27%
2,296
+69
67
$500K 0.26%
44,945
+1,819
68
$494K 0.26%
4,833
+162
69
$489K 0.25%
9,787
+311
70
$466K 0.24%
6,661
71
$464K 0.24%
3,027
+1,646
72
$450K 0.23%
4,766
+61
73
$449K 0.23%
8,344
-499
74
$447K 0.23%
17,388
+588
75
$445K 0.23%
3,145
+114