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
$193M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.54M
3
+$5.84M
4
RBLX icon
Roblox
RBLX
+$5.16M
5
MOHR
Mohr Growth ETF
MOHR
+$5.05M

Top Sells

1
+$10.9M
2
+$10.4M
3
+$10.2M
4
COIN icon
Coinbase
COIN
+$8.9M
5
TTD icon
Trade Desk
TTD
+$8.41M

Sector Composition

1 Technology 29.14%
2 Consumer Discretionary 17.71%
3 Communication Services 6.37%
4 Real Estate 3.17%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$244K 0.13%
3,481
102
$242K 0.13%
1,799
-550
103
$240K 0.12%
2,744
-261
104
$238K 0.12%
3,358
+323
105
$236K 0.12%
2,008
-81
106
$235K 0.12%
1,334
+22
107
$233K 0.12%
2,297
+43
108
$226K 0.12%
2,756
-1
109
$218K 0.11%
5,420
-3
110
$215K 0.11%
4,229
+240
111
$214K 0.11%
+4,231
112
$212K 0.11%
2,211
-590
113
– –
-63,723
114
– –
-3,938
115
– –
-74,757
116
– –
-3,179
117
– –
-1,372
118
– –
-46,901
119
– –
-1,152
120
– –
-1,055
121
– –
-1,505
122
– –
-8,630
123
– –
-10,384
124
– –
-121,440
125
– –
-1,098
2 3 4
5
6