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
$338M
AUM Growth
+$8.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$13.2M
3
+$12.6M
4
U icon
Unity
U
+$12.5M
5
COIN icon
Coinbase
COIN
+$12.2M

Top Sells

1
+$16.4M
2
+$15.3M
3
+$15.2M
4
CNQ icon
Canadian Natural Resources
CNQ
+$14.5M
5
C icon
Citigroup
C
+$14.3M

Sector Composition

1 Technology 26.7%
2 Consumer Discretionary 22.59%
3 Financials 15.11%
4 Communication Services 10.87%
5 Energy 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 3.98%
+146,683
2
$13.2M 3.9%
+127,887
3
$12.7M 3.74%
147,967
+1,619
4
$12.6M 3.72%
+23,743
5
$12.5M 3.69%
+87,323
6
$12.4M 3.66%
89,760
+88,090
7
$12.3M 3.64%
593,012
-427,915
8
$12.2M 3.62%
+48,490
9
$12.1M 3.59%
+66,042
10
$11.6M 3.42%
+69,490
11
$11.5M 3.4%
256,059
+15,999
12
$11.2M 3.33%
+59,631
13
$10.7M 3.17%
33,391
+376
14
$10.5M 3.12%
+48,160
15
$10.2M 3.03%
+647,030
16
$10.2M 3.01%
+18,978
17
$9.37M 2.77%
+27,655
18
$9.04M 2.67%
+437,793
19
$8.41M 2.49%
+50,894
20
$8.38M 2.48%
69,987
-69,404
21
$7.63M 2.26%
+23,581
22
$7.55M 2.23%
+41,265
23
$7.32M 2.17%
+266,533
24
$7.04M 2.08%
80,865
-1,362
25
$7M 2.07%
+26,565
1
2 3 4 5