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
$148M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$3.32M
3
+$2.45M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.17M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.17M

Top Sells

1
+$269K
2
+$22.4K
3
+$9.76K
4
UPS icon
United Parcel Service
UPS
+$8.96K
5
MCD icon
McDonald's
MCD
+$597

Sector Composition

1 Industrials 0.87%
2 Technology 0.57%
3 Energy 0.43%
4 Consumer Staples 0.39%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$455K 0.31%
75,880
27
$449K 0.3%
+16,157
28
$412K 0.28%
1,605
29
$393K 0.27%
1,977
30
$357K 0.24%
11,657
+704
31
$318K 0.22%
934
+67
32
$311K 0.21%
+1,742
33
$288K 0.19%
8,157
-635
34
$239K 0.16%
801
-2
35
$47.7K 0.03%
1,054
1
2