LAM

LifePro Asset Management Portfolio holdings

AUM $163M
This Quarter Return
+1.91%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
10 Year Return
AUM
$130M
AUM Growth
+$130M
Cap. Flow
-$7.29M
Cap. Flow %
-5.62%
Top 10 Hldgs %
33.36%
Holding
143
New
37
Increased
30
Reduced
33
Closed
40

Sector Composition

1 Energy 23.66%
2 Materials 22.1%
3 Technology 4.33%
4 Industrials 3.19%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PHB icon
126
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
-17,823
Closed -$305K
RH icon
127
RH
RH
$4.23B
-11,019
Closed -$2.94M
RIO icon
128
Rio Tinto
RIO
$102B
-50,394
Closed -$3.59M
RKT icon
129
Rocket Companies
RKT
$37.4B
-195,295
Closed -$1.37M
SHY icon
130
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
-4,577
Closed -$372K
TAN icon
131
Invesco Solar ETF
TAN
$722M
-8,908
Closed -$650K
TECK icon
132
Teck Resources
TECK
$16.7B
-123,087
Closed -$4.66M
TECS icon
133
Direxion Daily Technology Bear 3x Shares
TECS
$56.7M
-15,359
Closed -$623K
UNH icon
134
UnitedHealth
UNH
$281B
-1,354
Closed -$718K
VALE icon
135
Vale
VALE
$43.9B
-16,546
Closed -$281K
VB icon
136
Vanguard Small-Cap ETF
VB
$66.4B
-1,321
Closed -$243K
VIXY icon
137
ProShares VIX Short-Term Futures ETF
VIXY
$87.1M
-88,110
Closed -$1M
X
138
DELISTED
US Steel
X
-117,543
Closed -$2.94M
XLV icon
139
Health Care Select Sector SPDR Fund
XLV
$33.9B
-2,439
Closed -$331K
XME icon
140
SPDR S&P Metals & Mining ETF
XME
$2.31B
-5,701
Closed -$284K
ZG icon
141
Zillow
ZG
$19.7B
-92,594
Closed -$2.89M
MOHR
142
DELISTED
Mohr Growth ETF
MOHR
-12,734
Closed -$250K
AUY
143
DELISTED
Yamana Gold, Inc.
AUY
-618,409
Closed -$3.43M