LAM

LifePro Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 25.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$28.7M
3
+$14M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.67M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.25M

Top Sells

1
+$7.5M
2
+$6.56M
3
+$6.54M
4
BABA icon
Alibaba
BABA
+$6.51M
5
TSLA icon
Tesla
TSLA
+$6.06M

Sector Composition

1 Healthcare 7.19%
2 Technology 6.43%
3 Energy 6.38%
4 Materials 2.26%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-27,492
102
– –
-1,245
103
– –
-110,263
104
– –
-19,050
105
– –
-4,833
106
– –
-56,635
107
– –
-4,293
108
– –
-235,646
109
– –
-105,913
110
– –
-5,402
111
– –
-157,116
112
– –
-2,211
113
– –
-83,566
114
– –
-16,772
115
– –
-2,296
116
– –
-16,822
117
– –
-749
118
– –
-14,376
119
– –
-1,934
120
– –
-22,191
121
– –
-54,665
122
– –
-129,851
123
– –
-3,481
124
– –
-2,771
125
– –
-21,947
2 3 4
5
6