LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
+8.89%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+17%)
Cap. Flow
+$11.8M
Cap. Flow
% of AUM
7.77%
Top 10 Holdings %
Top 10 Hldgs %
31.03%
Holding
144
New
43
Increased
39
Reduced
40
Closed
17
Top Buys
| 1 |
Alibaba
BABA
|
$4.31M |
| 2 |
JD.com
JD
|
$3.88M |
| 3 |
Advance Auto Parts
AAP
|
$3.81M |
| 4 |
Ovintiv
OVV
|
$3.78M |
| 5 |
Coupang
CPNG
|
$3.45M |
Top Sells
| 1 |
Diamondback Energy
FANG
|
$3.81M |
| 2 |
Zions Bancorporation
ZION
|
$3.71M |
| 3 |
Ally Financial
ALLY
|
$3.6M |
| 4 |
KeyCorp
KEY
|
$3.38M |
| 5 |
Schlumberger
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% |
