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
$330M
AUM Growth
-$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$12.7M
4
DVN icon
Devon Energy
DVN
+$12.6M
5
JPM icon
JPMorgan Chase
JPM
+$11.2M

Top Sells

1
+$15.4M
2
+$13.8M
3
+$12.5M
4
COST icon
Costco
COST
+$11.1M
5
SLB icon
SLB Ltd
SLB
+$10.6M

Sector Composition

1 Energy 37%
2 Financials 16.11%
3 Consumer Discretionary 10.64%
4 Materials 7.06%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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102
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103
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104
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105
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107
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-114,855
108
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109
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110
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111
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112
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-3
114
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-369,732
115
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-242,576
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5