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
$174M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$28.7M
3
+$14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.67M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.25M

Top Sells

1
+$7.5M
2
+$6.56M
3
+$6.54M
4
BABA icon
Alibaba
BABA
+$6.51M
5
TSLA icon
Tesla
TSLA
+$6.06M

Sector Composition

1 Healthcare 7.19%
2 Technology 6.43%
3 Energy 6.38%
4 Materials 2.26%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.12%
5,418
-2
77
$202K 0.12%
+697
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