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
$138M
AUM Growth
+$943K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$281K
3
+$14.4K
4
VUG icon
Vanguard Growth ETF
VUG
+$8.74K
5
UNH icon
UnitedHealth
UNH
+$6.36K

Top Sells

1
+$426K
2
+$311K

Sector Composition

1 Materials 26.94%
2 Energy 17.14%
3 Consumer Discretionary 6.31%
4 Technology 5.74%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$615K 0.45%
13,988
52
$614K 0.45%
31,955
53
$613K 0.45%
17,757
54
$613K 0.44%
6,808
55
$612K 0.44%
25,261
56
$596K 0.43%
17,999
57
$591K 0.43%
39,558
58
$584K 0.42%
3,065
59
$562K 0.41%
22,708
60
$551K 0.4%
6,175
61
$551K 0.4%
26,828
62
$549K 0.4%
11,245
63
$532K 0.39%
2,946
64
$525K 0.38%
1,663
65
$520K 0.38%
10,675
66
$499K 0.36%
6,661
67
$485K 0.35%
9,799
68
$463K 0.34%
6,149
69
$426K 0.31%
8,694
-8,694
70
$422K 0.31%
8,344
71
$402K 0.29%
4,583
72
$374K 0.27%
1,065
73
$372K 0.27%
4,577
74
$357K 0.26%
2,756
75
$354K 0.26%
4,268
1 2
3
4 5