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
$121M
AUM Growth
-$8.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$3.55M
3
+$3.35M
4
CVE icon
Cenovus Energy
CVE
+$3.02M
5
DO
Diamond Offshore Drilling, Inc.
DO
+$2.79M

Top Sells

1
+$5.58M
2
+$4.99M
3
+$4.02M
4
KGC icon
Kinross Gold
KGC
+$3.86M
5
FNV icon
Franco-Nevada
FNV
+$3.06M

Sector Composition

1 Energy 35.71%
2 Technology 6.29%
3 Consumer Discretionary 4.75%
4 Materials 3.54%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.47M 4.51%
76,972
-2,922
2
$5.24M 4.32%
162,040
+1,082
3
$5.09M 4.2%
242,654
+73,311
4
$4.8M 3.96%
82,340
+629
5
$3.98M 3.28%
500,824
-24,773
6
$3.98M 3.28%
61,288
-2,430
7
$3.74M 3.08%
40,696
-3,553
8
$3.73M 3.08%
+100,135
9
$3.67M 3.03%
15,986
+14,614
10
$3.56M 2.93%
433,210
-5,726
11
$3.55M 2.93%
+146,378
12
$3.45M 2.85%
68,662
+20,676
13
$3.37M 2.78%
21,789
-1,556
14
$3.11M 2.56%
34,391
+10,143
15
$3.02M 2.49%
+145,088
16
$2.95M 2.44%
28,795
-5,232
17
$2.79M 2.31%
+190,364
18
$2.64M 2.18%
19,144
+5,981
19
$2.22M 1.83%
+31,794
20
$2.09M 1.72%
49,755
+15,337
21
$1.89M 1.56%
100,008
-42,345
22
$1.86M 1.53%
+82,588
23
$1.79M 1.48%
24,330
-2,663
24
$1.67M 1.38%
68,464
-40,221
25
$1.67M 1.38%
+28,499
1
2 3 4 5