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

Top Buys

1
+$13.9M
2
+$11.7M
3
+$11.6M
4
JPM icon
JPMorgan Chase
JPM
+$10.8M
5
SYF icon
Synchrony
SYF
+$10.2M

Top Sells

1
+$15.4M
2
+$13.8M
3
+$12.5M
4
COST icon
Costco
COST
+$10.9M
5
SLB icon
SLB Ltd
SLB
+$10.3M

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
101
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104
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105
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106
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107
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108
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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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-2,528
115
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-209,622
1 2 3 4
5