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

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12.6M
4
U icon
Unity
U
+$12.5M
5
COIN icon
Coinbase
COIN
+$12.2M

Top Sells

1
+$16.4M
2
+$15.3M
3
+$15.2M
4
CNQ icon
Canadian Natural Resources
CNQ
+$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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-19,151
128
– –
-1,138
129
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-3,789
130
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-203,395
131
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-503,376
132
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-31,233
133
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-144,735
134
– –
-2,853
135
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-166,686
136
– –
-117,744
137
– –
-352,070
138
– –
-155,991
139
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-513,616
140
– –
-503,678
141
– –
-4,307
142
– –
-13,496
143
– –
-69,762
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6