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
$338M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$19.9M
3
+$16.8M
4
TECK icon
Teck Resources
TECK
+$16.5M
5
FCX icon
Freeport-McMoran
FCX
+$15.4M

Top Sells

1
+$22.5M
2
+$22.4M
3
+$20.5M
4
DKNG icon
DraftKings
DKNG
+$20.4M
5
SNAP icon
Snap
SNAP
+$17.2M

Sector Composition

1 Energy 35.83%
2 Materials 13.42%
3 Financials 12.9%
4 Technology 5.66%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.08%
1,111
-9
77
$256K 0.08%
3,480
+20
78
$236K 0.07%
3,065
79
$214K 0.06%
3,812
-2
80
$205K 0.06%
+903
81
$203K 0.06%
1,390
-154,120
82
$202K 0.06%
+2,041
83
$200K 0.06%
+2,528
84
$21K 0.01%
+3
85
– –
-459
86
– –
-2,323
87
– –
-80,731
88
– –
-513,700
89
– –
-332,444
90
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-65,706
91
– –
-3,350
92
– –
-14,519
93
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-40,385
94
– –
-52,937
95
– –
-3,681
96
– –
-23,733
97
– –
-24,179
98
– –
-71,736
99
– –
-199,012
100
– –
-1,476
1 2 3
4
5