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
$163M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.25M
3
+$2.96M
4
COIN icon
Coinbase
COIN
+$2.8M
5
SHOP icon
Shopify
SHOP
+$2.65M

Top Sells

1
+$5.86M
2
+$3.65M
3
+$3.63M
4
PTON icon
Peloton Interactive
PTON
+$3.45M
5
JD icon
JD.com
JD
+$3.31M

Sector Composition

1 Technology 16.14%
2 Financials 12.7%
3 Real Estate 8.2%
4 Communication Services 3.56%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BABA icon
151
Alibaba
BABA
$320B
– –
-81,436
BEKE icon
152
KE Holdings
BEKE
$19.1B
– –
-256,842
BIDU icon
153
Baidu
BIDU
$41.2B
– –
-4,322
BILI icon
154
Bilibili
BILI
$11.3B
– –
-236,525
BIV icon
155
Vanguard Intermediate-Term Bond ETF
BIV
$28B
– –
-5,507
C icon
156
Citigroup
C
$196B
– –
-5,054
CNQ icon
157
Canadian Natural Resources
CNQ
$91.7B
– –
-21,739
CPNG icon
158
Coupang
CPNG
$35.5B
– –
-153,016
CVX icon
159
Chevron
CVX
$369B
– –
-9,061
EEM icon
160
iShares MSCI Emerging Markets ETF
EEM
$27.8B
– –
-5,225
GRAB icon
161
Grab
GRAB
$16.7B
– –
-814,775
IBHJ icon
162
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$122M
– –
-13,656
INTC icon
163
Intel
INTC
$225B
– –
-8,804
JD icon
164
JD.com
JD
$35.9B
– –
-128,242
JEPI icon
165
JPMorgan Equity Premium Income ETF
JEPI
$44.3B
– –
-5,487
MCD icon
166
McDonald's
MCD
$236B
– –
-786
MDT icon
167
Medtronic
MDT
$124B
– –
-2,980
MRK icon
168
Merck
MRK
$296B
– –
-1,650
NXT icon
169
Nextpower Inc
NXT
$15.4B
– –
-7,908
PTON icon
170
Peloton Interactive
PTON
$1.69B
– –
-1,021,420
QCOM icon
171
Qualcomm
QCOM
$148B
– –
-1,720
TSLA icon
172
Tesla
TSLA
$1.52T
– –
-14,598
VRTX icon
173
Vertex Pharmaceuticals
VRTX
$121B
– –
-540
HSY icon
174
Hershey
HSY
$47.3B
– –
-1,501
XLK icon
175
State Street Technology Select Sector SPDR ETF
XLK
$88.5B
– –
-2,022
4 5 6
7
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