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
$174M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$28.7M
3
+$14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.67M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.25M

Top Sells

1
+$7.5M
2
+$6.56M
3
+$6.54M
4
BABA icon
Alibaba
BABA
+$6.51M
5
TSLA icon
Tesla
TSLA
+$6.06M

Sector Composition

1 Healthcare 7.19%
2 Technology 6.43%
3 Energy 6.38%
4 Materials 2.26%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.24%
8,344
52
$417K 0.24%
17,388
53
$416K 0.24%
+3,520
54
$387K 0.22%
5,695
+17
55
$372K 0.21%
10,018
+361
56
$350K 0.2%
+50
57
$338K 0.19%
1,030
-174
58
$306K 0.18%
6,085
-50,223
59
$294K 0.17%
2,040
60
$291K 0.17%
+753
61
$283K 0.16%
10,810
-3
62
$277K 0.16%
2,604
-268
63
$275K 0.16%
1,035
-22,803
64
$264K 0.15%
4,326
-745
65
$248K 0.14%
1,159
-26,029
66
$241K 0.14%
+2,193
67
$233K 0.13%
1,001
-4,022
68
$225K 0.13%
842
-364
69
$225K 0.13%
1,316
-18
70
$223K 0.13%
2,755
-1
71
$222K 0.13%
12,603
-210
72
$222K 0.13%
4,156
-72
73
$216K 0.12%
2,253
-44
74
$213K 0.12%
4,231
75
$211K 0.12%
11,401
-185
1 2
3
4 5