LAM

LifePro Asset Management Portfolio holdings

AUM $163M
This Quarter Return
+5.97%
1 Year Return
+25.52%
3 Year Return
+48.98%
5 Year Return
10 Year Return
AUM
$163M
AUM Growth
+$163M
Cap. Flow
+$18.7M
Cap. Flow %
11.43%
Top 10 Hldgs %
25.64%
Holding
176
New
48
Increased
44
Reduced
42
Closed
29

Sector Composition

1 Technology 17.42%
2 Financials 11.43%
3 Real Estate 8.2%
4 Communication Services 3.56%
5 Healthcare 2.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BIDU icon
151
Baidu
BIDU
$32.7B
-4,322
Closed -$374K
BILI icon
152
Bilibili
BILI
$9.25B
-236,525
Closed -$3.65M
BIV icon
153
Vanguard Intermediate-Term Bond ETF
BIV
$23.9B
-5,507
Closed -$412K
C icon
154
Citigroup
C
$173B
-5,054
Closed -$321K
CNQ icon
155
Canadian Natural Resources
CNQ
$66B
-21,739
Closed -$774K
CPNG icon
156
Coupang
CPNG
$51.8B
-153,016
Closed -$3.21M
CVX icon
157
Chevron
CVX
$324B
-9,061
Closed -$1.42M
EEM icon
158
iShares MSCI Emerging Markets ETF
EEM
$18.9B
-5,225
Closed -$223K
GRAB icon
159
Grab
GRAB
$20.1B
-814,775
Closed -$2.89M
HSY icon
160
Hershey
HSY
$37.4B
-1,501
Closed -$276K
IBHJ icon
161
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$71.4M
-13,656
Closed -$353K
INTC icon
162
Intel
INTC
$105B
-8,804
Closed -$273K
JD icon
163
JD.com
JD
$44.2B
-128,242
Closed -$3.31M
JEPI icon
164
JPMorgan Equity Premium Income ETF
JEPI
$40.9B
-5,487
Closed -$311K
MCD icon
165
McDonald's
MCD
$224B
-786
Closed -$200K
MDT icon
166
Medtronic
MDT
$120B
-2,980
Closed -$235K
MRK icon
167
Merck
MRK
$211B
-1,650
Closed -$204K
NXT icon
168
Nextracker
NXT
$9.83B
-7,908
Closed -$371K
PDD icon
169
Pinduoduo
PDD
$173B
-6,800
Closed -$904K
PTON icon
170
Peloton Interactive
PTON
$2.94B
-1,021,420
Closed -$3.45M
QCOM icon
171
Qualcomm
QCOM
$169B
-1,720
Closed -$343K
TSLA icon
172
Tesla
TSLA
$1.07T
-14,598
Closed -$2.89M
UPS icon
173
United Parcel Service
UPS
$72.4B
-1,471
Closed -$201K
VRTX icon
174
Vertex Pharmaceuticals
VRTX
$101B
-540
Closed -$253K
XLB icon
175
Materials Select Sector SPDR Fund
XLB
$5.49B
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