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
$151M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.88M
3
+$3.81M
4
OVV icon
Ovintiv
OVV
+$3.78M
5
CPNG icon
Coupang
CPNG
+$3.45M

Top Sells

1
+$3.81M
2
+$3.71M
3
+$3.6M
4
KEY icon
KeyCorp
KEY
+$3.38M
5
SLB icon
SLB Limited
SLB
+$3.26M

Sector Composition

1 Energy 19.26%
2 Consumer Discretionary 11.5%
3 Financials 6.67%
4 Real Estate 3.96%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$431K 0.28%
9,751
+124
77
$427K 0.28%
11,692
+3,437
78
$421K 0.28%
8,063
79
$421K 0.28%
3,341
+235
80
$420K 0.28%
5,658
+533
81
$418K 0.28%
2,040
82
$415K 0.27%
5,507
83
$388K 0.26%
798
-644
84
$384K 0.25%
7,408
+1,401
85
$383K 0.25%
8,402
+1,110
86
$378K 0.25%
2,331
-23
87
$370K 0.24%
+10,983
88
$369K 0.24%
+5,835
89
$358K 0.24%
3,159
+754
90
$357K 0.24%
+4,455
91
$338K 0.22%
10,334
-1,439
92
$337K 0.22%
6,005
-3,821
93
$335K 0.22%
5,785
+219
94
$327K 0.22%
+852
95
$317K 0.21%
753
-50
96
$314K 0.21%
+43,850
97
$305K 0.2%
2,761
-183
98
$302K 0.2%
+1,783
99
$298K 0.2%
+9,899
100
$292K 0.19%
1,934
-667
2 3
4
5 6