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
$338M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12.6M
4
U icon
Unity
U
+$12.5M
5
COIN icon
Coinbase
COIN
+$12.2M

Top Sells

1
+$16.4M
2
+$15.3M
3
+$15.2M
4
CNQ icon
Canadian Natural Resources
CNQ
+$14.5M
5
C icon
Citigroup
C
+$14.3M

Sector Composition

1 Technology 26.7%
2 Consumer Discretionary 22.59%
3 Financials 15.11%
4 Communication Services 10.87%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$285K 0.08%
+3,709
102
$285K 0.08%
4,303
+78
103
$282K 0.08%
+3,935
104
$282K 0.08%
3,484
-2
105
$277K 0.08%
+1,818
106
$273K 0.08%
6,763
+818
107
$271K 0.08%
+2,002
108
$271K 0.08%
13,020
+229
109
$269K 0.08%
5,498
-25
110
$267K 0.08%
+1,801
111
$265K 0.08%
1,172
+50
112
$259K 0.08%
1,647
+68
113
$245K 0.07%
2,000
+1
114
$240K 0.07%
1,402
+120
115
$238K 0.07%
+1,455
116
$238K 0.07%
+2,771
117
$238K 0.07%
+947
118
$234K 0.07%
5,315
-348,170
119
$230K 0.07%
+12,394
120
$210K 0.06%
+2,528
121
$203K 0.06%
+1,689
122
$202K 0.06%
+6,802
123
$202K 0.06%
+3,892
124
$202K 0.06%
+2,978
125
$201K 0.06%
11,261
-343,599
2 3 4
5
6