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
$124M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.62M
3
+$1.37M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.06M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.04M

Top Sells

1
+$1.03M
2
+$909K
3
+$630K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$302K
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$262K

Sector Composition

1 Industrials 1.06%
2 Technology 0.61%
3 Energy 0.53%
4 Consumer Staples 0.47%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$283K 0.23%
8,792
+586
27
$280K 0.23%
8,902
+5
28
$271K 0.22%
+10,631
29
$250K 0.2%
+867
30
$225K 0.18%
+803
31
$41.8K 0.03%
1,054
32
– –
-5,184
33
– –
-7,169
34
– –
-10,473
35
– –
-32,206
36
– –
-9,033
1
2