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
(+17%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
11.43%
Top 10 Holdings %
Top 10 Hldgs %
25.64%
Holding
176
New
48
Increased
44
Reduced
42
Closed
29
Top Buys
| 1 |
Microsoft
MSFT
|
$3.79M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$3.38M |
| 3 |
Shopify
SHOP
|
$3.07M |
| 4 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
$2.89M |
| 5 |
Coinbase
COIN
|
$2.49M |
Top Sells
| 1 |
Alibaba
BABA
|
$5.86M |
| 2 |
Bilibili
BILI
|
$3.65M |
| 3 |
KE Holdings
BEKE
|
$3.63M |
| 4 |
Peloton Interactive
PTON
|
$3.45M |
| 5 |
JD.com
JD
|
$3.31M |
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 | |
|---|---|---|---|---|---|---|
176
Technology Select Sector SPDR Fund
XLK
$83.9B
| – | – |
-1,011
| Closed | -$229K |
|