LFA

LifeGuide Financial Advisors Portfolio holdings

AUM $272M
1-Year Est. Return 5.53%
This Quarter Est. Return
1 Year Est. Return
+5.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$621K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$110K
2
+$62.6K
3
+$50K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$45.4K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$30K

Top Sells

1
+$15.3K
2
+$8.32K
3
+$7.74K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$4.85K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.52K

Sector Composition

1 Technology 0.85%
2 Consumer Staples 0.82%
3 Financials 0.27%
4 Consumer Discretionary 0.25%
5 Energy 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.18T
$768K 0.28%
3,694
XOM icon
27
Exxon Mobil
XOM
$492B
$677K 0.25%
6,200
GLD icon
28
SPDR Gold Trust
GLD
$142B
$654K 0.24%
2,127
MSFT icon
29
Microsoft
MSFT
$3.62T
$641K 0.24%
1,303
VONV icon
30
Vanguard Russell 1000 Value ETF
VONV
$14.7B
$612K 0.23%
7,112
EURL icon
31
Direxion Daily FTSE Europe Bull 3x Shares
EURL
$33.5M
$583K 0.21%
16,881
+271
IBD icon
32
Inspire Corporate Bond ETF
IBD
$450M
$544K 0.2%
22,622
+89
UPS icon
33
United Parcel Service
UPS
$80.8B
$514K 0.19%
4,920
HSY icon
34
Hershey
HSY
$37.5B
$512K 0.19%
2,914
VT icon
35
Vanguard Total World Stock ETF
VT
$57B
$477K 0.18%
3,713
WMT icon
36
Walmart
WMT
$889B
$453K 0.17%
4,607
VB icon
37
Vanguard Small-Cap ETF
VB
$68.8B
$416K 0.15%
1,739
VO icon
38
Vanguard Mid-Cap ETF
VO
$88.7B
$384K 0.14%
1,364
AMZN icon
39
Amazon
AMZN
$2.5T
$362K 0.13%
1,641
MCD icon
40
McDonald's
MCD
$216B
$323K 0.12%
1,086
AZN icon
41
AstraZeneca
AZN
$281B
$316K 0.12%
4,426
PPL icon
42
PPL Corp
PPL
$26.5B
$299K 0.11%
8,788
META icon
43
Meta Platforms (Facebook)
META
$1.62T
$298K 0.11%
415
PNC icon
44
PNC Financial Services
PNC
$75.5B
$292K 0.11%
1,517
EDC icon
45
Direxion Daily Emerging Markets Bull 3X Shares
EDC
$121M
$258K 0.1%
6,560
+57
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.1T
$258K 0.1%
527
TNA icon
47
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.88B
$209K 0.08%
6,049
-224
LNKB icon
48
LINKBANCORP
LNKB
$285M
$179K 0.07%
23,880
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