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
$193M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.54M
3
+$5.84M
4
RBLX icon
Roblox
RBLX
+$5.16M
5
MOHR
Mohr Growth ETF
MOHR
+$5.05M

Top Sells

1
+$10.9M
2
+$10.4M
3
+$10.2M
4
COIN icon
Coinbase
COIN
+$8.9M
5
TTD icon
Trade Desk
TTD
+$8.41M

Sector Composition

1 Technology 29.14%
2 Consumer Discretionary 17.71%
3 Communication Services 6.37%
4 Real Estate 3.17%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,179
127
– –
-1,372
128
– –
-46,901
129
– –
-1,152
130
– –
-1,055
131
– –
-1,505
132
– –
-8,630
133
– –
-4,445
134
– –
-6,303
135
– –
-86,308
136
– –
-1,251
137
– –
-1,740
138
– –
-23,486
139
– –
-25,976
140
– –
-131,946
141
– –
-236,260
142
– –
-65,082
143
– –
-14,846
144
– –
-4,232
145
– –
-3,679
146
– –
-102,710
147
– –
-34,580
148
– –
-16,911
149
– –
-10,384
150
– –
-41,213
2 3 4 5
6