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
$137M
AUM Growth
-$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$5.09M
3
+$4.66M
4
SLB icon
SLB Limited
SLB
+$4.62M
5
FCX icon
Freeport-McMoran
FCX
+$4.09M

Top Sells

1
+$31.1M
2
+$18.1M
3
+$8.78M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8M
5
SPDN icon
Direxion Daily S&P 500 Bear 1X Shares
SPDN
+$6.24M

Sector Composition

1 Materials 26.92%
2 Energy 17.26%
3 Consumer Discretionary 6.34%
4 Technology 5.78%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.15%
5,376
-42
102
$208K 0.15%
+455
103
$208K 0.15%
10,771
-455,462
104
$201K 0.15%
+1,995
105
– –
-28,478
106
– –
-14,500
107
– –
-36,299
108
– –
-3,520
109
– –
-46,734
110
– –
-1,001
111
– –
-348,848
112
– –
-41,736
113
– –
-1,035
114
– –
-50
115
– –
-697
116
– –
-21,898
117
– –
-18,331
118
– –
-10,018
119
– –
-25,914
120
– –
-2,193
121
– –
-5,695
1 2 3 4
5