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
$163M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.38M
3
+$3.07M
4
ETH
Grayscale Ethereum Mini Trust ETF
ETH
+$2.89M
5
COIN icon
Coinbase
COIN
+$2.49M

Top Sells

1
+$5.86M
2
+$3.65M
3
+$3.63M
4
PTON icon
Peloton Interactive
PTON
+$3.45M
5
JD icon
JD.com
JD
+$3.31M

Sector Composition

1 Technology 17.42%
2 Financials 11.43%
3 Real Estate 8.2%
4 Communication Services 3.56%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFFA icon
76
Virtus InfraCap US Preferred Stock ETF
PFFA
$1.82B
$520K 0.32%
22,784
VTI icon
77
Vanguard Total Stock Market ETF
VTI
$543B
$518K 0.32%
1,828
-16
SHY icon
78
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$510K 0.31%
6,135
+1,465
IEFA icon
79
iShares Core MSCI EAFE ETF
IEFA
$157B
$504K 0.31%
6,456
+418
IR icon
80
Ingersoll Rand
IR
$30.7B
$488K 0.3%
4,971
-2,162
VV icon
81
Vanguard Large-Cap ETF
VV
$46B
$464K 0.28%
+1,761
XLF icon
82
Financial Select Sector SPDR Fund
XLF
$53.7B
$462K 0.28%
10,200
-356
META icon
83
Meta Platforms (Facebook)
META
$1.8T
$461K 0.28%
805
+12
FTCS icon
84
First Trust Capital Strength ETF
FTCS
$8.4B
$457K 0.28%
5,030
XBI icon
85
SPDR S&P Biotech ETF
XBI
$6.24B
$447K 0.27%
4,524
-266
PFF icon
86
iShares Preferred and Income Securities ETF
PFF
$14.6B
$439K 0.27%
13,217
-1,203
BR icon
87
Broadridge
BR
$26.7B
$439K 0.27%
2,040
VMBS icon
88
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$421K 0.26%
8,925
+1
EMR icon
89
Emerson Electric
EMR
$72.8B
$418K 0.26%
3,822
+650
VCSH icon
90
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$414K 0.25%
5,218
-4,002
XLI icon
91
Industrial Select Sector SPDR Fund
XLI
$23.4B
$399K 0.24%
2,949
-122
AAAU icon
92
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.16B
$399K 0.24%
15,326
+4,495
JNJ icon
93
Johnson & Johnson
JNJ
$465B
$397K 0.24%
2,451
-1,126
DFSB icon
94
Dimensional Global Sustainability Fixed Income ETF
DFSB
$538M
$394K 0.24%
7,408
BRK.B icon
95
Berkshire Hathaway Class B
BRK.B
$1.06T
$356K 0.22%
774
+28
VEA icon
96
Vanguard FTSE Developed Markets ETF
VEA
$178B
$356K 0.22%
+6,735
GOOG icon
97
Alphabet (Google) Class C
GOOG
$3.07T
$353K 0.22%
+2,114
VGSH icon
98
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$349K 0.21%
5,906
+404
DFAU icon
99
Dimensional US Core Equity Market ETF
DFAU
$9.34B
$345K 0.21%
8,694
-124
DFSE icon
100
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$466M
$341K 0.21%
9,632
+2,640
2 3
4
5 6