LAM
LifePro Asset Management Portfolio holdings
AUM
$163M
This Quarter Return
-9.23%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
–
10 Year Return
–
AUM
$279M
AUM Growth
+$279M
(-18%)
Cap. Flow
-$30.6M
Cap. Flow
% of AUM
-10.99%
Top 10 Holdings %
Top 10 Hldgs %
35.1%
Holding
150
New
24
Increased
60
Reduced
34
Closed
24
Top Buys
| 1 |
Tesla
TSLA
|
$11.3M |
| 2 |
Fortinet
FTNT
|
$8.93M |
| 3 |
Uber
UBER
|
$8.35M |
| 4 |
Advanced Micro Devices
AMD
|
$8.17M |
| 5 |
ServiceNow
NOW
|
$8.15M |
Top Sells
| 1 |
Roblox
RBLX
|
$13.2M |
| 2 |
Zoom
ZM
|
$12.1M |
| 3 |
PayPal
PYPL
|
$11.2M |
| 4 |
Etsy
ETSY
|
$10.5M |
| 5 |
SoFi Technologies
SOFI
|
$10.2M |
Sector Composition
| 1 | Technology | 40% |
| 2 | Consumer Discretionary | 15.71% |
| 3 | Communication Services | 9.12% |
| 4 | Financials | 6.74% |
| 5 | Energy | 2.49% |
