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
$174M
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$43.4M
2
+$28.7M
3
+$14M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.67M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$6.25M

Top Sells

1
+$7.5M
2
+$6.56M
3
+$6.54M
4
BABA icon
Alibaba
BABA
+$6.51M
5
TSLA icon
Tesla
TSLA
+$6.06M

Sector Composition

1 Healthcare 7.19%
2 Technology 6.43%
3 Energy 6.38%
4 Materials 2.26%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.4M 24.96%
+78,154
2
$28.7M 16.5%
+83,978
3
$14M 8.03%
+466,233
4
$7.29M 4.19%
101,168
+92,672
5
$6.25M 3.59%
+60,924
6
$6.24M 3.58%
+348,848
7
$5.61M 3.23%
+36,299
8
$4.72M 2.72%
+28,478
9
$4.61M 2.65%
+41,736
10
$4.54M 2.61%
16,353
-21,603
11
$4.49M 2.58%
+46,734
12
$4.41M 2.53%
+33,319
13
$4.38M 2.52%
+21,898
14
$2.16M 1.24%
+25,914
15
$1.81M 1.04%
+72,773
16
$1.76M 1.01%
+18,331
17
$1.39M 0.8%
9,644
-783
18
$1.31M 0.75%
56,182
+537
19
$1.02M 0.58%
11,651
+314
20
$907K 0.52%
9,561
+394
21
$883K 0.51%
3,827
+313
22
$859K 0.49%
6,216
-1,125
23
$841K 0.48%
26,542
-94,904
24
$730K 0.42%
2,259
+1,084
25
$702K 0.4%
9,593
-147
1
2 3 4 5