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
$151M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.88M
3
+$3.81M
4
OVV icon
Ovintiv
OVV
+$3.78M
5
CPNG icon
Coupang
CPNG
+$3.45M

Top Sells

1
+$3.81M
2
+$3.71M
3
+$3.6M
4
KEY icon
KeyCorp
KEY
+$3.38M
5
SLB icon
SLB Limited
SLB
+$3.26M

Sector Composition

1 Energy 19.26%
2 Consumer Discretionary 11.5%
3 Financials 6.67%
4 Real Estate 3.96%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$713K 0.47%
3,951
+356
52
$696K 0.46%
7,335
-5,192
53
$667K 0.44%
2,669
-110
54
$666K 0.44%
8,609
-4,855
55
$662K 0.44%
5,691
+216
56
$661K 0.44%
+15,323
57
$634K 0.42%
2,416
+416
58
$617K 0.41%
19,135
-30
59
$607K 0.4%
3,471
+114
60
$606K 0.4%
1,440
+206
61
$600K 0.4%
+80,427
62
$588K 0.39%
4,858
-964
63
$580K 0.38%
4,616
-834
64
$551K 0.36%
3,486
-202
65
$538K 0.36%
17,000
+27
66
$505K 0.33%
9,982
-80
67
$499K 0.33%
5,255
-77
68
$497K 0.33%
1,914
+15
69
$496K 0.33%
+1,031
70
$480K 0.32%
11,385
+146
71
$477K 0.32%
+22,784
72
$477K 0.32%
+964
73
$442K 0.29%
+5,408
74
$432K 0.29%
16,800
75
$431K 0.28%
5,030
1 2
3
4 5