LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
+5.97%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$338M
AUM Growth
+$338M
(+2.5%)
Cap. Flow
-$12.1M
Cap. Flow
% of AUM
-3.57%
Top 10 Holdings %
Top 10 Hldgs %
36.97%
Holding
143
New
47
Increased
47
Reduced
27
Closed
17
Top Buys
| 1 |
Trade Desk
TTD
|
$13.4M |
| 2 |
Roblox
RBLX
|
$13.2M |
| 3 |
MongoDB
MDB
|
$12.6M |
| 4 |
Unity
U
|
$12.5M |
| 5 |
Coinbase
COIN
|
$12.2M |
Top Sells
| 1 |
EOG Resources
EOG
|
$16.4M |
| 2 |
Devon Energy
DVN
|
$15.3M |
| 3 |
Occidental Petroleum
OXY
|
$15.2M |
| 4 |
Canadian Natural Resources
CNQ
|
$14.5M |
| 5 |
Citigroup
C
|
$14.3M |
Sector Composition
| 1 | Technology | 26.7% |
| 2 | Consumer Discretionary | 22.59% |
| 3 | Financials | 15.11% |
| 4 | Communication Services | 10.87% |
| 5 | Energy | 2.65% |
