LAM

LifePro Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.92M
3
+$8.41M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
FTNT icon
Fortinet
FTNT
+$8.12M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.2M
4
ETSY icon
Etsy
ETSY
+$10.5M
5
F icon
Ford
F
+$10.5M

Sector Composition

1 Technology 40%
2 Consumer Discretionary 15.71%
3 Communication Services 9.12%
4 Financials 6.74%
5 Energy 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$469K 0.17%
3,031
+528
77
$463K 0.17%
16,800
78
$447K 0.16%
1,251
+103
79
$445K 0.16%
5,423
-1,116
80
$438K 0.16%
9,494
+1,106
81
$432K 0.16%
5,228
+58
82
$430K 0.15%
1,218
83
$412K 0.15%
5,678
84
$385K 0.14%
4,232
+338
85
$384K 0.14%
2,097
+206
86
$369K 0.13%
7,449
+431
87
$361K 0.13%
10,384
+1,196
88
$356K 0.13%
1,372
+165
89
$354K 0.13%
+10,817
90
$353K 0.13%
3,145
+481
91
$350K 0.13%
3,896
+44
92
$327K 0.12%
+8,630
93
$318K 0.11%
2,040
94
$309K 0.11%
3,005
+101
95
$306K 0.11%
1,740
-49,154
96
$301K 0.11%
+2,757
97
$294K 0.11%
11,612
-150
98
$292K 0.1%
7,292
+529
99
$288K 0.1%
+5,423
100
$286K 0.1%
4,241
-62
2 3
4
5 6