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
$279M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$9.79M
2
+$8.92M
3
+$8.41M
4
NOW icon
ServiceNow
NOW
+$8.2M
5
FTNT icon
Fortinet
FTNT
+$8.12M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.2M
4
ETSY icon
Etsy
ETSY
+$10.5M
5
F icon
Ford
F
+$10.5M

Sector Composition

1 Technology 40%
2 Consumer Discretionary 15.71%
3 Communication Services 9.12%
4 Financials 6.74%
5 Energy 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$71K 0.03%
+1,152
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141
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150
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