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
$121M
AUM Growth
-$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.42M
3
+$3.33M
4
DO
Diamond Offshore Drilling, Inc.
DO
+$2.91M
5
CVE icon
Cenovus Energy
CVE
+$2.77M

Top Sells

1
+$5.58M
2
+$4.99M
3
+$4.15M
4
WPM icon
Wheaton Precious Metals
WPM
+$4.02M
5
FNV icon
Franco-Nevada
FNV
+$3.06M

Sector Composition

1 Energy 35.71%
2 Technology 6.29%
3 Consumer Discretionary 4.75%
4 Materials 3.54%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,372
127
– –
-39,558
128
– –
-197,462
129
– –
-77,678
2 3 4 5
6