LAM

LifePro Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.42M
3
+$3.33M
4
DO
Diamond Offshore Drilling, Inc.
DO
+$2.91M
5
CVE icon
Cenovus Energy
CVE
+$2.77M

Top Sells

1
+$5.58M
2
+$4.99M
3
+$4.15M
4
WPM icon
Wheaton Precious Metals
WPM
+$4.02M
5
FNV icon
Franco-Nevada
FNV
+$3.06M

Sector Composition

1 Energy 35.71%
2 Technology 6.29%
3 Consumer Discretionary 4.75%
4 Materials 3.54%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$86.8K 0.07%
+1,843
102
$42.3K 0.03%
+6,710
103
– –
-990
104
– –
-3,820
105
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-1,255
106
– –
-92,930
107
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-1,751
108
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-99,924
109
– –
-184,454
110
– –
-5,176
111
– –
-340,130
112
– –
-18,047
113
– –
-525
114
– –
-4,582
115
– –
-7,481
116
– –
-7,872
117
– –
-21,431
118
– –
-29,714
119
– –
-329,725
120
– –
-26,282
121
– –
-21,341
122
– –
-885
123
– –
-3,221
124
– –
-14,683
125
– –
-80,041
2 3 4
5
6