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
$338M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$18.4M
3
+$16.3M
4
FCX icon
Freeport-McMoran
FCX
+$16.1M
5
C icon
Citigroup
C
+$15M

Top Sells

1
+$22.4M
2
+$20.5M
3
+$20.4M
4
SHOP icon
Shopify
SHOP
+$19M
5
SNAP icon
Snap
SNAP
+$17.2M

Sector Composition

1 Energy 35.83%
2 Materials 13.42%
3 Financials 12.9%
4 Technology 5.66%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-199,012
102
– –
-1,476
103
– –
-31,413
104
– –
-4,199
105
– –
-314,770
106
– –
-86,154
107
– –
-10,176
108
– –
-52,606
1 2 3 4
5