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
$138M
AUM Growth
+$943K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$914K
2
+$281K
3
+$14.4K
4
VUG icon
Vanguard Growth ETF
VUG
+$8.74K
5
UNH icon
UnitedHealth
UNH
+$6.36K

Top Sells

1
+$426K
2
+$311K

Sector Composition

1 Materials 26.94%
2 Energy 17.14%
3 Consumer Discretionary 6.31%
4 Technology 5.74%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.41M 4.65%
60,727
2
$5.52M 4.01%
106,217
3
$5.09M 3.7%
296,255
4
$4.66M 3.38%
123,087
5
$4.62M 3.36%
86,510
6
$4.24M 3.08%
68,918
7
$4.09M 2.97%
107,675
8
$3.9M 2.84%
147,803
9
$3.67M 2.67%
93,964
10
$3.62M 2.63%
36,369
11
$3.61M 2.62%
57,333
12
$3.59M 2.61%
50,394
13
$3.57M 2.59%
48,453
14
$3.55M 2.58%
220,489
15
$3.43M 2.49%
618,409
16
$3.42M 2.48%
55,147
17
$3.31M 2.4%
22,071
18
$3.29M 2.39%
114,652
19
$3.18M 2.31%
131,135
20
$3.06M 2.22%
21,782
21
$2.94M 2.14%
117,543
22
$2.94M 2.14%
11,019
23
$2.89M 2.1%
92,594
24
$2.74M 1.99%
69,535
25
$2.28M 1.65%
8,594
1
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