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
$322M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.6M
3
+$6.47M
4
SHW icon
Sherwin-Williams
SHW
+$6.07M
5
PTON icon
Peloton Interactive
PTON
+$3.89M

Top Sells

1
+$7.28M
2
+$4.16M
3
+$668K
4
EXR icon
Extra Space Storage
EXR
+$572K
5
INTC icon
Intel
INTC
+$202K

Sector Composition

1 Technology 36.26%
2 Consumer Discretionary 22.29%
3 Communication Services 15.33%
4 Healthcare 5.46%
5 Materials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 8.44%
179,188
+25,608
2
$22.4M 6.95%
279,630
+39,710
3
$16.9M 5.24%
47,059
+6,883
4
$16.2M 5.03%
63,773
+9,285
5
$15.9M 4.92%
47,031
-12,347
6
$15.6M 4.83%
137,430
+20,610
7
$14.7M 4.55%
292,767
+41,961
8
$14.1M 4.39%
+303,643
9
$12.9M 4.02%
58,196
+8,530
10
$12.6M 3.92%
+455,550
11
$12.5M 3.88%
35,910
+5,232
12
$11.8M 3.67%
21,474
+3,124
13
$11.4M 3.54%
21,099
+3,124
14
$10.6M 3.3%
28,011
+3,788
15
$9.87M 3.06%
114,214
+17,605
16
$6.65M 2.06%
72,533
+13,433
17
$6.63M 2.06%
26,155
+2,040
18
$6.47M 2.01%
+23,724
19
$6.07M 1.89%
+24,792
20
$5.57M 1.73%
63,803
+8,866
21
$5.03M 1.56%
30,419
+4,136
22
$4.66M 1.45%
12,934
+1,851
23
$4.29M 1.33%
30,393
+4,104
24
$3.39M 1.05%
24,546
+3,872
25
$2.84M 0.88%
+6,592
1
2 3 4