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
$279M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.93M
3
+$8.35M
4
AMD icon
Advanced Micro Devices
AMD
+$8.17M
5
NOW icon
ServiceNow
NOW
+$8.15M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.2M
4
ETSY icon
Etsy
ETSY
+$10.5M
5
SOFI icon
SoFi Technologies
SOFI
+$10.2M

Sector Composition

1 Technology 40%
2 Consumer Discretionary 15.71%
3 Communication Services 9.12%
4 Financials 6.74%
5 Energy 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$279K 0.1%
1,312
+140
102
$278K 0.1%
2,801
+30
103
$277K 0.1%
3,991
+56
104
$272K 0.1%
1,505
+103
105
$272K 0.1%
+2,089
106
$272K 0.1%
+2,539
107
$271K 0.1%
12,842
-178
108
$270K 0.1%
2,254
+254
109
$270K 0.1%
3,481
-3
110
$262K 0.09%
958
+11
111
$257K 0.09%
4,354
-961
112
$253K 0.09%
+8,880
113
$248K 0.09%
5,495
-3
114
$224K 0.08%
1,381
-621
115
$222K 0.08%
12,439
+45
116
$219K 0.08%
3,035
+57
117
$218K 0.08%
+6,303
118
$215K 0.08%
+7,834
119
$211K 0.08%
+3,179
120
$208K 0.07%
+3,237
121
$207K 0.07%
3,679
+17
122
$206K 0.07%
1,055
-1,019
123
$203K 0.07%
1,899
+81
124
$203K 0.07%
3,989
+97
125
$202K 0.07%
+1,098
2 3 4
5
6