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
$110M
AUM Growth
-$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$2.29M
3
+$1.28M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$895K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$422K

Top Sells

1
+$16.3M
2
+$3.81M
3
+$529K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$316K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$298K

Sector Composition

1 Industrials 1.11%
2 Consumer Staples 0.45%
3 Technology 0.24%
4 Communication Services 0.1%
5 Utilities 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$107K 0.1%
1,745
+11
27
– –
-7,168
1
2