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
$151M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$3.88M
3
+$3.81M
4
OVV icon
Ovintiv
OVV
+$3.78M
5
CPNG icon
Coupang
CPNG
+$3.45M

Top Sells

1
+$3.81M
2
+$3.71M
3
+$3.6M
4
KEY icon
KeyCorp
KEY
+$3.38M
5
SLB icon
SLB Limited
SLB
+$3.26M

Sector Composition

1 Energy 19.26%
2 Consumer Discretionary 11.5%
3 Financials 6.67%
4 Real Estate 3.96%
5 Technology 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.54M 4.98%
356,735
+84,238
2
$5.44M 3.59%
142,508
-27,906
3
$5.43M 3.58%
542,123
+87,896
4
$4.9M 3.23%
53,235
-19,273
5
$4.43M 2.92%
86,548
+8,132
6
$4.31M 2.85%
+59,597
7
$3.88M 2.56%
+141,596
8
$3.81M 2.52%
+44,804
9
$3.78M 2.5%
+72,843
10
$3.46M 2.28%
29,959
-1,802
11
$3.45M 2.28%
+193,811
12
$3.31M 2.19%
103,588
+11,999
13
$3.26M 2.15%
+30,937
14
$3.08M 2.03%
33,500
-6,392
15
$3.01M 1.98%
303,543
+76,468
16
$2.7M 1.78%
41,556
-25,806
17
$2.65M 1.75%
+71,672
18
$2.64M 1.74%
134,012
+19,847
19
$2.59M 1.71%
+54,996
20
$2.54M 1.68%
+60,634
21
$2.52M 1.66%
15,443
-2,671
22
$2.42M 1.6%
+36,126
23
$2.4M 1.59%
94,496
+919
24
$2.39M 1.58%
22,257
-3,655
25
$2.31M 1.52%
29,694
+7,355
1
2 3 4 5