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

Top Buys

1
+$4.37M
2
+$3.47M
3
+$3.32M
4
BIDU icon
Baidu
BIDU
+$3.29M
5
CPNG icon
Coupang
CPNG
+$3.17M

Top Sells

1
+$3.71M
2
+$3.6M
3
+$3.27M
4
KEY icon
KeyCorp
KEY
+$3.09M
5
SLB icon
SLB Ltd
SLB
+$3M

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
– –
-5,120
129
– –
-102,953
130
– –
-135,068
131
– –
-12,228
132
– –
-7,127
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
2 3 4 5
6