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
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$8.76M
3 +$7.82M
4
LULU icon
lululemon athletica
LULU
+$7.67M
5
MDB icon
MongoDB
MDB
+$7.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 48.08%
2 Consumer Discretionary 12.81%
3 Communication Services 10.82%
4 Financials 2.95%
5 Healthcare 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.1M 10.39%
+47,530
2
$8.76M 7.55%
+43,747
3
$7.82M 6.74%
+192,390
4
$7.67M 6.62%
+24,588
5
$7.3M 6.3%
+32,261
6
$7.18M 6.19%
+124,250
7
$7.07M 6.09%
+81,570
8
$6.86M 5.92%
+39,834
9
$6.16M 5.31%
+31,015
10
$5.97M 5.15%
+14,741
11
$5.55M 4.78%
+19,460
12
$4.73M 4.08%
+201,261
13
$3.96M 3.41%
+19,581
14
$3.88M 3.34%
+47,478
15
$2.95M 2.55%
+21,546
16
$2.75M 2.37%
+14,243
17
$2.53M 2.18%
+21,567
18
$2.49M 2.15%
+26,933
19
$2.49M 2.14%
+47,244
20
$2.34M 2.02%
+17,378
21
$1.84M 1.58%
+36,308
22
$1.35M 1.17%
+12,937
23
$670K 0.58%
+28,223
24
$653K 0.56%
+27,211
25
$615K 0.53%
+10,284