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 Ltd
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
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-12,228
130
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-7,127
131
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-5,120
132
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-21,666
133
– –
-1,425
134
– –
-4,127
135
– –
-26,917
136
– –
-12,411
137
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-84,613
138
– –
-216,187
139
– –
-135,068
140
– –
-885
141
– –
-11,405
142
– –
-1,872
143
– –
-18,230
144
– –
-2,413
2 3 4 5
6