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
$195M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$8.99M
3
+$5.57M
4
ILMN icon
Illumina
ILMN
+$3.33M
5
PTON icon
Peloton Interactive
PTON
+$2.91M

Top Sells

1
+$2.75M
2
+$353K
3
+$43.5K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.97K

Sector Composition

1 Technology 52.17%
2 Communication Services 14.32%
3 Consumer Discretionary 12.97%
4 Healthcare 3.93%
5 Real Estate 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 14.28%
59,378
+11,848
2
$15.2M 7.8%
153,580
+29,330
3
$12.4M 6.37%
239,920
+47,530
4
$11.9M 6.12%
+116,820
5
$11.7M 5.96%
54,488
+10,741
6
$10.7M 5.47%
49,666
+9,832
7
$10.1M 5.17%
30,678
+6,090
8
$9.3M 4.76%
40,176
+7,915
9
$8.99M 4.6%
+17,975
10
$8.9M 4.55%
18,350
+3,609
11
$8.36M 4.28%
96,609
+15,039
12
$7.28M 3.72%
38,687
+7,672
13
$6.65M 3.4%
24,223
+4,763
14
$6.55M 3.35%
250,806
+49,545
15
$5.49M 2.81%
24,115
+4,534
16
$4.85M 2.48%
59,100
+11,856
17
$4.61M 2.36%
54,937
+7,459
18
$4.35M 2.22%
26,283
+4,737
19
$3.38M 1.73%
26,289
+4,722
20
$3.33M 1.71%
+11,083
21
$2.88M 1.47%
26,933
22
$2.79M 1.43%
20,674
+3,296
23
$2.14M 1.09%
42,177
+5,869
24
$2.11M 1.08%
+18,188
25
$1.51M 0.77%
12,903
-34
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