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
$193M
AUM Growth
-$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1 +$7.49M
2 +$6.54M
3 +$5.84M
4
RBLX icon
Roblox
RBLX
+$5.16M
5
MOHR
Mohr Growth ETF
MOHR
+$5.05M

Top Sells

1 +$10.9M
2 +$10.4M
3 +$10.2M
4
COIN icon
Coinbase
COIN
+$8.9M
5
TTD icon
Trade Desk
TTD
+$8.41M

Sector Composition

1 Technology 29.14%
2 Consumer Discretionary 17.71%
3 Communication Services 6.37%
4 Real Estate 3.17%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.49M 3.88%
+100,861
2
$7.41M 3.84%
37,956
-5,783
3
$7.16M 3.71%
86,525
-45,657
4
$6.54M 3.39%
+105,913
5
$6.51M 3.37%
57,248
+6,168
6
$6.06M 3.14%
27,188
-2,566
7
$5.84M 3.02%
+39,285
8
$5.39M 2.79%
11,327
-3,303
9
$5.35M 2.77%
23,838
-8,541
10
$5.16M 2.67%
+157,116
11
$5.1M 2.64%
90,143
-40,437
12
$5.05M 2.61%
+245,250
13
$5.02M 2.6%
+46,524
14
$5.01M 2.59%
+278,974
15
$5M 2.59%
67,894
-6,032
16
$4.79M 2.48%
28,388
+10,316
17
$4.78M 2.48%
129,851
+54,127
18
$4.59M 2.38%
+16,772
19
$4.58M 2.37%
+54,665
20
$4.4M 2.28%
+377,359
21
$4.38M 2.27%
+68,217
22
$4.29M 2.22%
+235,646
23
$3.99M 2.07%
121,446
+53,823
24
$3.45M 1.79%
36,208
-13,556
25
$3.15M 1.63%
21,947
-13,397