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
$137M
AUM Growth
-$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$5.52M
2 +$5.09M
3 +$4.66M
4
SLB icon
SLB Limited
SLB
+$4.62M
5
FCX icon
Freeport-McMoran
FCX
+$4.09M

Sector Composition

1 Materials 26.92%
2 Energy 17.26%
3 Consumer Discretionary 6.34%
4 Technology 5.78%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$614K 0.45%
+31,955
52
$613K 0.45%
+17,757
53
$613K 0.45%
+6,808
54
$612K 0.45%
+25,261
55
$596K 0.44%
17,999
+125
56
$591K 0.43%
39,558
57
$584K 0.43%
+3,065
58
$562K 0.41%
22,708
-149
59
$551K 0.4%
+6,175
60
$551K 0.4%
+26,828
61
$549K 0.4%
+11,245
62
$532K 0.39%
2,946
+45
63
$525K 0.38%
+1,663
64
$520K 0.38%
10,675
+89
65
$513K 0.38%
28,902
+16,299
66
$499K 0.37%
6,661
67
$485K 0.35%
9,799
+12
68
$463K 0.34%
6,149
-329
69
$426K 0.31%
17,388
70
$422K 0.31%
8,344
71
$402K 0.29%
+4,583
72
$374K 0.27%
1,065
+35
73
$372K 0.27%
4,577
-1,112
74
$357K 0.26%
+2,756
75
$354K 0.26%
4,268
-1,988