LFA
LifeGuide Financial Advisors Portfolio holdings
AUM
$271M
This Quarter Return
+5.01%
1 Year Return
+10.61%
3 Year Return
+14.63%
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
+$271M
(+11%)
Cap. Flow
+$15.2M
Cap. Flow
% of AUM
5.6%
Top 10 Holdings %
Top 10 Hldgs %
85.46%
Holding
48
New
8
Increased
25
Reduced
10
Closed
–
Top Buys
| 1 |
PRXG
Praxis Impact Large Cap Growth ETF
PRXG
|
$3.34M |
| 2 |
PRXV
Praxis Impact Large Cap Value ETF
PRXV
|
$3.33M |
| 3 |
Dimensional Global Real Estate ETF
DFGR
|
$2.4M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.73M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.32M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$1.35M |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
$443K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$195K |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$147K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$144K |
Sector Composition
| 1 | Technology | 0.85% |
| 2 | Consumer Staples | 0.8% |
| 3 | Financials | 0.26% |
| 4 | Consumer Discretionary | 0.25% |
| 5 | Energy | 0.25% |
