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
$129M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$4M
3
+$3.71M
4
ALLY icon
Ally Financial
ALLY
+$3.6M
5
MU icon
Micron Technology
MU
+$2.3M

Top Sells

1
+$3.73M
2
+$3.56M
3
+$3.55M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.15M
5
ZM icon
Zoom
ZM
+$2.22M

Sector Composition

1 Energy 27.56%
2 Financials 14.55%
3 Technology 7.02%
4 Real Estate 3.43%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$647K 0.5%
2,779
+8
52
$598K 0.46%
19,165
-450
53
$578K 0.45%
3,688
-52
54
$575K 0.44%
5,450
+1,074
55
$570K 0.44%
3,357
+39
56
$546K 0.42%
3,595
+264
57
$514K 0.4%
10,062
58
$511K 0.4%
1,442
+58
59
$508K 0.39%
9,826
-1,965
60
$485K 0.38%
+16,973
61
$484K 0.37%
9,627
-169
62
$476K 0.37%
5,332
+272
63
$464K 0.36%
1,234
+53
64
$450K 0.35%
1,899
+344
65
$450K 0.35%
2,000
-13,986
66
$425K 0.33%
16,800
67
$423K 0.33%
+11,239
68
$421K 0.33%
5,507
-487
69
$420K 0.32%
2,040
70
$416K 0.32%
8,063
71
$403K 0.31%
5,030
-1,631
72
$399K 0.31%
1,872
-32
73
$387K 0.3%
11,773
+212
74
$376K 0.29%
7,590
+340
75
$376K 0.29%
+1,953
1 2
3
4 5