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
$121M
AUM Growth
-$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.55M
3
+$3.35M
4
CVE icon
Cenovus Energy
CVE
+$3.02M
5
DO
Diamond Offshore Drilling, Inc.
DO
+$2.79M

Top Sells

1
+$5.58M
2
+$4.99M
3
+$4.02M
4
KGC icon
Kinross Gold
KGC
+$3.86M
5
FNV icon
Franco-Nevada
FNV
+$3.06M

Sector Composition

1 Energy 35.71%
2 Technology 6.29%
3 Consumer Discretionary 4.75%
4 Materials 3.54%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$562K 0.46%
3,318
-290
52
$556K 0.46%
+5,665
53
$542K 0.45%
11,791
-2,047
54
$490K 0.4%
6,661
55
$484K 0.4%
10,062
+64
56
$463K 0.38%
4,376
+43
57
$433K 0.36%
+5,994
58
$430K 0.35%
8,020
-306
59
$423K 0.35%
3,331
-74
60
$416K 0.34%
1,384
-168
61
$412K 0.34%
+3,252
62
$400K 0.33%
16,800
63
$396K 0.33%
8,063
64
$386K 0.32%
4,919
+518
65
$373K 0.31%
1,181
-43
66
$373K 0.31%
2,848
+218
67
$369K 0.3%
5,060
+1,908
68
$365K 0.3%
2,040
69
$364K 0.3%
11,561
+5,241
70
$363K 0.3%
+3,849
71
$360K 0.3%
+1,904
72
$352K 0.29%
+4,904
73
$348K 0.29%
9,796
+746
74
$330K 0.27%
+1,555
75
$319K 0.26%
13,536
-2,295
1 2
3
4 5