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
$138M
AUM Growth
+$943K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$914K
2 +$281K
3 +$14.4K
4
VUG icon
Vanguard Growth ETF
VUG
+$8.74K
5
UNH icon
UnitedHealth
UNH
+$6.36K

Top Sells

1 +$426K
2 +$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 Change
in Stake
Capital Flow
101
$215K 0.16%
2,729
102
$214K 0.16%
4,231
103
$208K 0.15%
5,376
104
$208K 0.15%
455
105
$208K 0.15%
10,771
106
$201K 0.15%
1,995