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
$138M
AUM Growth
+$943K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$281K
3
+$14.4K
4
VUG icon
Vanguard Growth ETF
VUG
+$8.74K
5
UNH icon
UnitedHealth
UNH
+$6.36K

Top Sells

1
+$426K
2
+$311K

Sector Composition

1 Materials 26.94%
2 Energy 17.14%
3 Consumer Discretionary 6.31%
4 Technology 5.74%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$348K 0.25%
4,262
77
$334K 0.24%
3,980
+171
78
$333K 0.24%
684
79
$331K 0.24%
2,439
80
$305K 0.22%
17,823
81
$302K 0.22%
10,900
82
$299K 0.22%
10,721
83
$298K 0.22%
5,929
84
$284K 0.21%
2,084
85
$284K 0.21%
5,701
86
$281K 0.2%
+16,546
87
$274K 0.2%
2,040
88
$269K 0.2%
839
89
$268K 0.19%
3,456
90
$260K 0.19%
842
91
$259K 0.19%
2,433
92
$250K 0.18%
1,043
93
$250K 0.18%
12,734
94
$246K 0.18%
11,181
95
$243K 0.18%
1,321
96
$242K 0.18%
1,135
+41
97
$239K 0.17%
4,073
98
$237K 0.17%
2,251
99
$235K 0.17%
8,895
100
$232K 0.17%
12,356
-16,546
1 2 3
4
5