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
$151M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.88M
3
+$3.81M
4
OVV icon
Ovintiv
OVV
+$3.78M
5
CPNG icon
Coupang
CPNG
+$3.45M

Top Sells

1
+$3.81M
2
+$3.71M
3
+$3.6M
4
KEY icon
KeyCorp
KEY
+$3.38M
5
SLB icon
SLB Limited
SLB
+$3.26M

Sector Composition

1 Energy 19.26%
2 Consumer Discretionary 11.5%
3 Financials 6.67%
4 Real Estate 3.96%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$291K 0.19%
1,409
+113
102
$280K 0.19%
1,414
-19,242
103
$276K 0.18%
527
+40
104
$271K 0.18%
+19,429
105
$271K 0.18%
+11,468
106
$269K 0.18%
+17,757
107
$261K 0.17%
+8,639
108
$259K 0.17%
2,967
-88
109
$254K 0.17%
+1,304
110
$253K 0.17%
+2,159
111
$253K 0.17%
345
-1,209
112
$248K 0.16%
+1,361
113
$244K 0.16%
+1,159
114
$236K 0.16%
452
-29
115
$235K 0.16%
+563
116
$234K 0.15%
+1,835
117
$231K 0.15%
1,110
-843
118
$222K 0.15%
8,468
-123
119
$221K 0.15%
5,371
+159
120
$220K 0.15%
+6,838
121
$219K 0.14%
+8,139
122
$218K 0.14%
+774
123
$218K 0.14%
+1,466
124
$214K 0.14%
+38,999
125
$203K 0.13%
+3,370
2 3 4
5
6