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
$338M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.1M
3
+$13.3M
4
PYPL icon
PayPal
PYPL
+$12.9M
5
SHOP icon
Shopify
SHOP
+$12.9M

Top Sells

1
+$16.6M
2
+$15.2M
3
+$14.5M
4
DVN icon
Devon Energy
DVN
+$14.5M
5
C icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$200K 0.06%
3,662
-1,318
127
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-166,686
128
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-117,744
129
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-1,138
130
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-3,789
131
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-203,395
132
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-503,376
133
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-638
134
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-31,233
135
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-144,735
136
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-2,853
137
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-352,070
138
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-155,991
139
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-513,616
140
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-503,678
141
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-4,307
142
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-13,496
143
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-69,762
2 3 4 5
6