LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
-5.67%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$316M
AUM Growth
+$316M
(-1.8%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
54.54%
Holding
94
New
6
Increased
35
Reduced
35
Closed
13
Top Buys
| 1 |
Unity
U
|
$8.64M |
| 2 |
Trade Desk
TTD
|
$2.29M |
| 3 |
Peloton Interactive
PTON
|
$2.23M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.21M |
| 5 |
Shopify
SHOP
|
$2M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$5.63M |
| 2 |
Zoetis
ZTS
|
$4.38M |
| 3 |
Roper Technologies
ROP
|
$2.84M |
| 4 |
Extra Space Storage
EXR
|
$2.55M |
| 5 |
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% |
