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
$316M
AUM Growth
-$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$2.29M
3
+$2.23M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.21M
5
SHOP icon
Shopify
SHOP
+$2M

Top Sells

1
+$5.63M
2
+$4.38M
3
+$2.84M
4
EXR icon
Extra Space Storage
EXR
+$2.55M
5
AMZN icon
Amazon
AMZN
+$900K

Sector Composition

1 Technology 38.2%
2 Consumer Discretionary 23.23%
3 Communication Services 16.11%
4 Healthcare 4.4%
5 Financials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.4M 7.08%
199,012
+19,824
2
$20.5M 6.49%
314,770
+35,140
3
$20.4M 6.45%
332,444
+28,801
4
$17.2M 5.44%
329,142
+36,375
5
$17.2M 5.44%
155,510
+18,080
6
$16.9M 5.34%
52,606
+5,575
7
$15.8M 5%
71,736
+7,963
8
$14.6M 4.62%
513,700
+58,150
9
$14.2M 4.48%
52,937
+5,878
10
$13.3M 4.21%
65,706
+7,510
11
$12.4M 3.92%
40,385
+4,475
12
$12.4M 3.92%
23,733
+2,634
13
$12.1M 3.82%
24,179
+2,705
14
$12.1M 3.81%
139,851
+25,637
15
$9.36M 2.96%
31,413
+3,402
16
$8.64M 2.73%
+86,154
17
$8.19M 2.59%
31,848
+5,693
18
$6.55M 2.07%
26,583
+2,859
19
$6.53M 2.07%
74,943
+11,140
20
$6.34M 2%
80,731
+8,198
21
$5.45M 1.72%
37,061
+6,668
22
$5.42M 1.72%
14,519
+1,585
23
$3.74M 1.18%
28,755
+4,209
24
$3.03M 0.96%
59,717
+10,346
25
$2.04M 0.65%
16,703
-1,006
1
2 3 4