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
$322M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.6M
3
+$6.47M
4
SHW icon
Sherwin-Williams
SHW
+$6.07M
5
PTON icon
Peloton Interactive
PTON
+$3.89M

Top Sells

1
+$7.28M
2
+$4.16M
3
+$668K
4
EXR icon
Extra Space Storage
EXR
+$572K
5
INTC icon
Intel
INTC
+$202K

Sector Composition

1 Technology 36.26%
2 Consumer Discretionary 22.29%
3 Communication Services 15.33%
4 Healthcare 5.46%
5 Materials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$296K 0.09%
+1,214
77
$294K 0.09%
+1,382
78
$288K 0.09%
+591
79
$287K 0.09%
+4,432
80
$278K 0.09%
+3,227
81
$253K 0.08%
+2,855
82
$249K 0.08%
+4,818
83
$245K 0.08%
+1,056
84
$233K 0.07%
+3,430
85
$230K 0.07%
+459
86
$202K 0.06%
+539
87
– –
-38,687
88
– –
-27,211
1 2 3
4