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
$174M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$25.6M
3
+$11.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.01M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.48M

Top Sells

1
+$7.98M
2
+$6.65M
3
+$6.54M
4
BABA icon
Alibaba
BABA
+$6.51M
5
TSLA icon
Tesla
TSLA
+$6.37M

Sector Composition

1 Healthcare 7.19%
2 Technology 6.43%
3 Energy 6.38%
4 Materials 2.26%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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-1,934
128
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129
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-3,481
130
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-2,771
131
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-21,947
132
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-56,635
133
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-157,116
134
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-2,211
135
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-83,566
136
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-16,772
2 3 4 5
6