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
$102M
AUM Growth
-$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$730K
3
+$648K
4
LNKB icon
LINKBANCORP
LNKB
+$569K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$218K

Top Sells

1
+$643K
2
+$422K
3
+$194K
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$59.9K
5
SIRI icon
SiriusXM
SIRI
+$39.3K

Sector Composition

1 Industrials 1.25%
2 Financials 0.56%
3 Consumer Staples 0.5%
4 Technology 0.41%
5 Communication Services 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-14,335
27
– –
-5,643
1
2