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
$129M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$4M
3
+$3.71M
4
ALLY icon
Ally Financial
ALLY
+$3.6M
5
MU icon
Micron Technology
MU
+$2.3M

Top Sells

1
+$3.73M
2
+$3.56M
3
+$3.55M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.15M
5
ZM icon
Zoom
ZM
+$2.22M

Sector Composition

1 Energy 27.56%
2 Financials 14.55%
3 Technology 7.02%
4 Real Estate 3.43%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30.6K 0.02%
1,167
-676
102
– –
-3,342
103
– –
-10,933
104
– –
-13,577
105
– –
-100,135
106
– –
-9,929
107
– –
-6,255
108
– –
-3,432
109
– –
-6,710
110
– –
-3,636
111
– –
-7,669
112
– –
-433,210
113
– –
-146,378
114
– –
-2,898
115
– –
-4,904
116
– –
-68,464
117
– –
-4,300
118
– –
-28,499
119
– –
-888
120
– –
-4,919
121
– –
-31,794
1 2 3 4
5