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
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12.6M
4
U icon
Unity
U
+$12.5M
5
COIN icon
Coinbase
COIN
+$12.2M

Top Sells

1
+$16.4M
2
+$15.3M
3
+$15.2M
4
CNQ icon
Canadian Natural Resources
CNQ
+$14.5M
5
C icon
Citigroup
C
+$14.3M

Sector Composition

1 Technology 26.7%
2 Consumer Discretionary 22.59%
3 Financials 15.11%
4 Communication Services 10.87%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$456K 0.13%
3,894
-1,624
77
$451K 0.13%
5,170
+782
78
$426K 0.13%
9,188
-200,402
79
$412K 0.12%
+1,148
80
$399K 0.12%
+703
81
$389K 0.12%
5,678
82
$375K 0.11%
3,442
-1,493
83
$375K 0.11%
+2,074
84
$373K 0.11%
2,040
85
$372K 0.11%
1,782
+393
86
$372K 0.11%
+155
87
$364K 0.11%
1,218
+56
88
$361K 0.11%
7,018
+125
89
$355K 0.11%
6,396
-11,758
90
$349K 0.1%
3,852
+787
91
$333K 0.1%
+2,503
92
$330K 0.1%
936
+36
93
$328K 0.1%
+8,388
94
$318K 0.09%
1,195
-104
95
$312K 0.09%
2,664
-46
96
$307K 0.09%
2,904
-203
97
$302K 0.09%
+2,257
98
$296K 0.09%
1,207
+68
99
$295K 0.09%
11,762
+224
100
$293K 0.09%
9,970
-4,200
2 3
4
5 6