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
$316M
AUM Growth
-$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$2.29M
3
+$2.23M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.21M
5
SHOP icon
Shopify
SHOP
+$2M

Top Sells

1
+$5.63M
2
+$4.38M
3
+$2.84M
4
EXR icon
Extra Space Storage
EXR
+$2.55M
5
AMZN icon
Amazon
AMZN
+$900K

Sector Composition

1 Technology 38.2%
2 Consumer Discretionary 23.23%
3 Communication Services 16.11%
4 Healthcare 4.4%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.08%
946
-110
77
$239K 0.08%
3,460
+30
78
$220K 0.07%
+3,065
79
$218K 0.07%
459
80
$217K 0.07%
+3,350
81
$213K 0.07%
+2,107
82
– –
-3,110
83
– –
-2,389
84
– –
-4,610
85
– –
-21,993
86
– –
-10,454
87
– –
-7,155
88
– –
-3,227
89
– –
-6,592
90
– –
-9,138
91
– –
-539
92
– –
-1,263
1 2 3
4