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
$129M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$4M
3
+$3.71M
4
ALLY icon
Ally Financial
ALLY
+$3.6M
5
MU icon
Micron Technology
MU
+$2.3M

Top Sells

1
+$3.73M
2
+$3.56M
3
+$3.55M
4
PXD
Pioneer Natural Resource Co.
PXD
+$3.15M
5
ZM icon
Zoom
ZM
+$2.22M

Sector Composition

1 Energy 27.56%
2 Financials 14.55%
3 Technology 7.02%
4 Real Estate 3.43%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.77M 4.47%
272,497
+29,843
2
$5.58M 4.32%
170,414
+8,374
3
$5.23M 4.05%
72,508
-4,464
4
$4.07M 3.15%
+282,978
5
$4.02M 3.11%
67,362
+6,074
6
$4.01M 3.1%
76,991
-5,349
7
$4M 3.1%
+120,713
8
$3.96M 3.06%
78,416
+9,754
9
$3.71M 2.87%
+84,613
10
$3.65M 2.82%
39,892
-804
11
$3.6M 2.78%
+102,953
12
$3.2M 2.48%
20,656
-1,133
13
$3.18M 2.46%
454,227
-46,597
14
$3.11M 2.4%
31,761
-2,630
15
$2.81M 2.17%
216,187
+25,823
16
$2.81M 2.17%
25,912
-2,883
17
$2.71M 2.1%
18,114
-1,030
18
$2.68M 2.07%
91,589
+47,319
19
$2.3M 1.78%
+26,917
20
$2.29M 1.77%
93,577
+10,989
21
$2.25M 1.74%
135,068
-10,020
22
$2.23M 1.72%
+227,075
23
$2.21M 1.71%
+114,165
24
$1.91M 1.48%
9,943
+3,149
25
$1.73M 1.34%
22,339
-1,991
1
2 3 4 5