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
$279M
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.93M
3
+$8.35M
4
AMD icon
Advanced Micro Devices
AMD
+$8.17M
5
NOW icon
ServiceNow
NOW
+$8.15M

Top Sells

1
+$13.2M
2
+$12.1M
3
+$11.2M
4
ETSY icon
Etsy
ETSY
+$10.5M
5
SOFI icon
SoFi Technologies
SOFI
+$10.2M

Sector Composition

1 Technology 40%
2 Consumer Discretionary 15.71%
3 Communication Services 9.12%
4 Financials 6.74%
5 Energy 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 4.18%
32,379
+31,443
2
$11M 3.95%
132,182
-15,785
3
$10.9M 3.93%
63,723
-5,767
4
$10.4M 3.74%
23,486
-257
5
$10.2M 3.64%
86,308
+16,321
6
$8.93M 3.2%
+130,580
7
$8.9M 3.2%
46,901
-1,589
8
$8.83M 3.17%
43,739
+2,474
9
$8.56M 3.07%
29,754
-3,637
10
$8.41M 3.02%
121,440
-25,243
11
$8.35M 3%
+233,885
12
$8.17M 2.93%
+74,757
13
$8.15M 2.92%
+14,630
14
$7.92M 2.84%
34,580
+6,925
15
$7.54M 2.71%
+49,764
16
$7.51M 2.7%
75,724
-11,599
17
$6.94M 2.49%
102,710
+12,950
18
$6.75M 2.42%
+65,082
19
$6.45M 2.31%
236,260
+226,290
20
$6.21M 2.23%
41,213
+39,412
21
$6.08M 2.18%
73,926
-6,939
22
$5.78M 2.07%
25,976
+23,839
23
$5.73M 2.06%
35,344
-4,137
24
$5.64M 2.02%
+16,911
25
$5.56M 2%
+51,080
1
2 3 4 5