LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
+3.13%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+0.69%)
Cap. Flow
+$913K
Cap. Flow
% of AUM
0.66%
Top 10 Holdings %
Top 10 Hldgs %
33.28%
Holding
106
New
2
Increased
3
Reduced
1
Closed
–
Top Buys
| 1 |
Main Sector Rotation ETF
SECT
|
$914K |
| 2 |
Vale
VALE
|
$281K |
| 3 |
Amazon
AMZN
|
$14.4K |
| 4 |
Vanguard Growth ETF
VUG
|
$8.74K |
| 5 |
UnitedHealth
UNH
|
$6.36K |
Top Sells
| 1 |
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
$426K |
| 2 |
Global X SuperDividend US ETF
DIV
|
$311K |
Sector Composition
| 1 | Materials | 26.94% |
| 2 | Energy | 17.14% |
| 3 | Consumer Discretionary | 6.31% |
| 4 | Technology | 5.74% |
| 5 | Healthcare | 2.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
First Trust US Equity Opportunities ETF
FPX
$1.02B
| $215K | 0.16% |
2,729
| – | – |
|
102
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.39B
| $214K | 0.16% |
4,231
| – | – |
|
103
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.4B
| $208K | 0.15% |
5,376
| – | – |
|
104
Costco
COST
$421B
| $208K | 0.15% |
455
| – | – |
|
105
Direxion Daily Financial Bear 3x Shares
FAZ
$106M
| $208K | 0.15% |
10,771
| – | – |
|
106
RTX Corp
RTX
$212B
| $201K | 0.15% |
1,995
| – | – |
|