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
$151M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$3.88M
3 +$3.81M
4
OVV icon
Ovintiv
OVV
+$3.78M
5
CPNG icon
Coupang
CPNG
+$3.45M

Top Sells

1 +$3.81M
2 +$3.71M
3 +$3.6M
4
KEY icon
KeyCorp
KEY
+$3.38M
5
SLB icon
SLB Limited
SLB
+$3.26M

Sector Composition

1 Energy 19.26%
2 Consumer Discretionary 11.5%
3 Financials 6.67%
4 Real Estate 3.96%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$203K 0.13%
+6,411
127
$33.8K 0.02%
1,084
-83
128
-102,953
129
-135,068
130
-12,228
131
-7,127
132
-5,120
133
-21,666
134
-1,425
135
-4,127
136
-26,917
137
-12,411
138
-885
139
-11,405
140
-1,872
141
-18,230
142
-2,413
143
-84,613
144
-216,187