LAM

LifePro Asset Management Portfolio holdings

AUM $163M
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.71M
3
+$4.31M
4
TECK icon
Teck Resources
TECK
+$4.26M
5
DVN icon
Devon Energy
DVN
+$4.14M

Top Sells

1
+$32M
2
+$22M
3
+$9.51M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.96M
5
SPDN icon
Direxion Daily S&P 500 Bear 1X ETF
SPDN
+$6.24M

Sector Composition

1 Materials 26.92%
2 Energy 17.26%
3 Consumer Discretionary 6.34%
4 Technology 5.78%
5 Healthcare 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.41M 4.69%
60,727
-197
2
$5.52M 4.04%
+106,217
3
$5.09M 3.72%
+296,255
4
$4.66M 3.4%
+123,087
5
$4.62M 3.38%
+86,510
6
$4.24M 3.1%
68,918
+60,682
7
$4.09M 2.99%
+107,675
8
$3.9M 2.86%
147,803
+75,030
9
$3.67M 2.68%
+93,964
10
$3.62M 2.65%
+36,369
11
$3.61M 2.64%
+57,333
12
$3.59M 2.62%
+50,394
13
$3.57M 2.61%
48,453
+42,410
14
$3.55M 2.6%
+220,489
15
$3.43M 2.51%
+618,409
16
$3.42M 2.5%
+55,147
17
$3.31M 2.42%
22,071
-11,248
18
$3.29M 2.4%
+114,652
19
$3.18M 2.32%
+131,135
20
$3.06M 2.24%
+21,782
21
$2.94M 2.15%
+117,543
22
$2.94M 2.15%
+11,019
23
$2.89M 2.11%
+92,594
24
$2.74M 2%
+69,535
25
$2.28M 1.66%
8,594
-7,759
1
2 3 4 5