LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
+7.07%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(+6.6%)
Cap. Flow
+$6.31M
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
34.05%
Holding
121
New
19
Increased
37
Reduced
41
Closed
20
Top Buys
| 1 |
KeyCorp
KEY
|
$4.07M |
| 2 |
Citizens Financial Group
CFG
|
$4M |
| 3 |
Zions Bancorporation
ZION
|
$3.71M |
| 4 |
Ally Financial
ALLY
|
$3.6M |
| 5 |
Micron Technology
MU
|
$2.3M |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$3.73M |
| 2 |
Transocean
RIG
|
$3.56M |
| 3 |
Rivian
RIVN
|
$3.55M |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$3.15M |
| 5 |
Zoom
ZM
|
$2.22M |
Sector Composition
| 1 | Energy | 27.56% |
| 2 | Financials | 14.55% |
| 3 | Technology | 7.02% |
| 4 | Real Estate | 3.43% |
| 5 | Consumer Discretionary | 1.8% |
